Capital Investment Advisory Services’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 | $110K | Sell |
871
-328
| -27% | -$41.6K | 0.01% | 638 |
|
|
2025
Q1 | $138K | Buy |
1,199
+3
| +0.3% | +$345 | 0.01% | 574 |
|
|
2024
Q4 | $145K | Buy |
1,196
+3
| +0.3% | +$365 | 0.01% | 517 |
|
|
2024
Q3 | $144K | Sell |
1,193
-28
| -2% | -$3.37K | 0.01% | 542 |
|
|
2024
Q2 | $137K | Buy |
1,221
+11
| +0.9% | +$1.24K | 0.01% | 529 |
|
|
2024
Q1 | $132K | Buy |
1,210
+13
| +1% | +$1.42K | 0.01% | 528 |
|
|
2023
Q4 | $120K | Sell |
1,197
-116
| -9% | -$11.7K | 0.01% | 531 |
|
|
2023
Q3 | $118K | Buy |
1,313
+2
| +0.2% | +$180 | 0.01% | 517 |
|
|
2023
Q2 | $123K | Buy |
1,311
+3
| +0.2% | +$281 | 0.01% | 515 |
|
|
2023
Q1 | $115K | Buy |
1,308
+5
| +0.4% | +$439 | 0.01% | 523 |
|
|
2022
Q4 | $107K | Buy |
+1,303
| New | +$107K | 0.01% | 539 |
|