Bradley & Co Private 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 | $505K | Hold |
3,984
| – | – | 0.31% | 28 |
|
|
2025
Q1 | $458K | Sell |
3,984
-29
| -0.7% | -$3.33K | 0.31% | 26 |
|
|
2024
Q4 | $488K | Buy |
+4,013
| New | +$488K | 0.3% | 24 |
|
|
2024
Q2 | $426K | Buy |
3,795
+1,995
| +111% | +$224K | 0.32% | 26 |
|
|
2024
Q1 | $197K | Hold |
1,800
| – | – | 0.16% | 35 |
|
|
2023
Q4 | $181K | Hold |
1,800
| – | – | 0.17% | 34 |
|
|
2023
Q3 | $162K | Hold |
1,800
| – | – | 0.17% | 33 |
|
|
2023
Q2 | $169K | Hold |
1,800
| – | – | 0.17% | 33 |
|
|
2023
Q1 | $158K | Hold |
1,800
| – | – | 0.17% | 33 |
|
|
2022
Q4 | $148K | Hold |
1,800
| – | – | 0.18% | 37 |
|
|
2022
Q3 | $137K | Hold |
1,800
| – | – | 0.16% | 43 |
|
|
2022
Q2 | $145K | Hold |
1,800
| – | – | 0.16% | 50 |
|
|
2022
Q1 | $174K | Hold |
1,800
| – | – | 0.15% | 53 |
|
|
2021
Q4 | $191K | Hold |
1,800
| – | – | 0.15% | 51 |
|
|
2021
Q3 | $173K | Sell |
1,800
-20
| -1% | -$1.92K | 0.15% | 51 |
|
|
2021
Q2 | $174K | Hold |
1,820
| – | – | 0.15% | 54 |
|
|
2021
Q1 | $160K | Buy |
+1,820
| New | +$160K | 0.15% | 59 |
|