Baron Silver Stevens Financial Advisors’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 | $225K | Hold |
1,779
| – | – | 0.04% | 131 |
|
|
2025
Q1 | $204K | Sell |
1,779
-42
| -2% | -$4.83K | 0.04% | 122 |
|
|
2024
Q4 | $221K | Hold |
1,821
| – | – | 0.04% | 117 |
|
|
2024
Q3 | $219K | Hold |
1,821
| – | – | 0.04% | 110 |
|
|
2024
Q2 | $205K | Sell |
1,821
-120
| -6% | -$13.5K | 0.04% | 110 |
|
|
2024
Q1 | $212K | Buy |
+1,941
| New | +$212K | 0.04% | 121 |
|
|
2023
Q3 | – | Sell |
-2,256
| Closed | -$211K | – | 111 |
|
|
2023
Q2 | $211K | Buy |
+2,256
| New | +$211K | 0.05% | 104 |
|
|
2022
Q2 | – | Sell |
-2,206
| Closed | -$213K | – | 110 |
|
|
2022
Q1 | $213K | Hold |
2,206
| – | – | 0.05% | 93 |
|
|
2021
Q4 | $234K | Hold |
2,206
| – | – | 0.06% | 75 |
|
|
2021
Q3 | $211K | Hold |
2,206
| – | – | 0.06% | 73 |
|
|
2021
Q2 | $210K | Buy |
+2,206
| New | +$210K | 0.06% | 83 |
|
|
2021
Q1 | – | Sell |
-2,206
| Closed | -$181K | – | 407 |
|
|
2020
Q4 | $181K | Buy |
+2,206
| New | +$181K | 0.06% | 67 |
|