Caldwell Sutter Capital’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 | $2.79K | Hold |
22
| – | – | ﹤0.01% | 681 |
|
|
2025
Q1 | $2.53K | Hold |
22
| – | – | ﹤0.01% | 705 |
|
|
2024
Q4 | $2.68K | Hold |
22
| – | – | ﹤0.01% | 712 |
|
|
2024
Q3 | $2.65K | Hold |
22
| – | – | ﹤0.01% | 726 |
|
|
2024
Q2 | $2.47K | Hold |
22
| – | – | ﹤0.01% | 735 |
|
|
2024
Q1 | $2.4K | Hold |
22
| – | – | ﹤0.01% | 736 |
|
|
2023
Q4 | $2.21K | Hold |
22
| – | – | ﹤0.01% | 744 |
|
|
2023
Q3 | $1.98K | Hold |
22
| – | – | ﹤0.01% | 740 |
|
|
2023
Q2 | $2.06K | Buy |
+22
| New | +$2.06K | ﹤0.01% | 740 |
|