Birchbrook’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 | $506K | Sell |
3,991
-1,601
| -29% | -$203K | 0.27% | 51 |
|
|
2025
Q1 | $642K | Sell |
5,592
-8,427
| -60% | -$968K | 0.36% | 45 |
|
|
2024
Q4 | $1.7M | Sell |
14,019
-1,022
| -7% | -$124K | 0.97% | 23 |
|
|
2024
Q3 | $1.81M | Buy |
15,041
+52
| +0.3% | +$6.26K | 1% | 20 |
|
|
2024
Q2 | $1.68M | Sell |
14,989
-589
| -4% | -$66.2K | 1.01% | 22 |
|
|
2024
Q1 | $1.7M | Buy |
15,578
+355
| +2% | +$38.8K | 1.01% | 24 |
|
|
2023
Q4 | $1.53M | Buy |
+15,223
| New | +$1.53M | 1.01% | 24 |
|