Bar Harbor Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Sell |
2,402
-300
| -11% | -$38K | 0.02% | 213 |
|
|
2025
Q1 | $310K | Sell |
2,702
-75
| -3% | -$8.62K | 0.02% | 210 |
|
|
2024
Q4 | $338K | Buy |
2,777
+94
| +4% | +$11.4K | 0.02% | 204 |
|
|
2024
Q3 | $323K | Hold |
2,683
| – | – | 0.02% | 219 |
|
|
2024
Q2 | $301K | Buy |
2,683
+800
| +42% | +$89.9K | 0.02% | 217 |
|
|
2024
Q1 | $206K | Sell |
1,883
-190
| -9% | -$20.7K | 0.01% | 248 |
|
|
2023
Q4 | $208K | Buy |
+2,073
| New | +$208K | 0.02% | 240 |
|