BBJS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $415K | Buy |
3,446
+13
| +0.4% | +$1.57K | 0.15% | 36 |
|
|
2024
Q2 | $386K | Buy |
3,433
+506
| +17% | +$56.9K | 0.14% | 33 |
|
|
2024
Q1 | $320K | Sell |
2,927
-341
| -10% | -$37.2K | 0.11% | 40 |
|
|
2023
Q4 | $328K | Buy |
3,268
+225
| +7% | +$22.6K | 0.11% | 42 |
|
|
2023
Q3 | $274K | Sell |
3,043
-410
| -12% | -$36.9K | 0.1% | 46 |
|
|
2023
Q2 | $323K | Sell |
3,453
-151
| -4% | -$14.1K | 0.13% | 45 |
|
|
2023
Q1 | $316K | Buy |
3,604
+482
| +15% | +$42.3K | 0.13% | 46 |
|
|
2022
Q4 | $257K | Buy |
+3,122
| New | +$257K | 0.12% | 51 |
|