Cerity Partners’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 | $3.72M | Buy |
29,351
+457
| +2% | +$57.9K | 0.01% | 942 |
|
|
2025
Q1 | $3.32M | Sell |
28,894
-53
| -0.2% | -$6.09K | 0.01% | 897 |
|
|
2024
Q4 | $3.52M | Sell |
28,947
-1,051
| -4% | -$128K | 0.01% | 851 |
|
|
2024
Q3 | $3.61M | Buy |
29,998
+653
| +2% | +$78.6K | 0.01% | 845 |
|
|
2024
Q2 | $3.3M | Sell |
29,345
-1,639
| -5% | -$184K | 0.01% | 730 |
|
|
2024
Q1 | $3.38M | Sell |
30,984
-72
| -0.2% | -$7.86K | 0.01% | 781 |
|
|
2023
Q4 | $3.12M | Buy |
31,056
+976
| +3% | +$98.1K | 0.01% | 647 |
|
|
2023
Q3 | $2.71M | Buy |
30,080
+16,319
| +119% | +$1.47M | 0.01% | 514 |
|
|
2023
Q2 | $1.29M | Buy |
13,761
+893
| +7% | +$83.6K | 0.01% | 845 |
|
|
2023
Q1 | $1.13M | Buy |
12,868
+7,876
| +158% | +$691K | ﹤0.01% | 923 |
|
|
2022
Q4 | $1.06M | Sell |
4,992
-2,933
| -37% | -$626K | 0.01% | 674 |
|
|
2022
Q3 | $602K | Buy |
7,925
+2,405
| +44% | +$183K | 0.01% | 645 |
|
|
2022
Q2 | $445K | Buy |
+5,520
| New | +$445K | ﹤0.01% | 777 |
|