Beacon Capital Management LLC (Tennessee)’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 | $639 | Hold |
5
| – | – | ﹤0.01% | 1016 |
|
|
2025
Q1 | $577 | Hold |
5
| – | – | ﹤0.01% | 1074 |
|
|
2024
Q4 | $610 | Hold |
5
| – | – | ﹤0.01% | 1022 |
|
|
2024
Q3 | $602 | Hold |
5
| – | – | ﹤0.01% | 1137 |
|
|
2024
Q2 | $562 | Hold |
5
| – | – | ﹤0.01% | 992 |
|
|
2024
Q1 | $546 | Buy |
5
+1
| +25% | +$109 | ﹤0.01% | 1005 |
|
|
2023
Q4 | $360 | Hold |
4
| – | – | ﹤0.01% | 936 |
|
|
2023
Q3 | $375 | Hold |
4
| – | – | ﹤0.01% | 974 |
|
|
2023
Q2 | $375 | Hold |
4
| – | – | ﹤0.01% | 974 |
|
|
2023
Q1 | $351 | Hold |
4
| – | – | ﹤0.01% | 900 |
|
|
2022
Q4 | $329 | Buy |
4
+3
| +300% | +$247 | ﹤0.01% | 952 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 959 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 952 |
|
|
2022
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 952 |
|