Capital Performance Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $343K | Hold |
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|
2025
Q2 | $320K | Hold |
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|
2025
Q1 | $290K | Hold |
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|
2024
Q4 | $307K | Hold |
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|
2024
Q3 | $304K | Hold |
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|
2024
Q2 | $284K | Hold |
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|
2024
Q1 | $276K | Hold |
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|
2023
Q4 | $254K | Sell |
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|
2023
Q3 | $229K | Hold |
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|
2023
Q2 | $239K | Hold |
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|
2023
Q1 | $224K | Hold |
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|
2022
Q4 | $210K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $206K | Hold |
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|
2022
Q1 | $247K | Hold |
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|
2021
Q4 | $241K | Buy |
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