CGN Advisors’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 | $2.69M | Hold |
21,220
| – | – | 0.24% | 89 |
|
|
2025
Q1 | $2.44M | Hold |
21,220
| – | – | 0.24% | 99 |
|
|
2024
Q4 | $2.58M | Sell |
21,220
-879
| -4% | -$107K | 0.25% | 94 |
|
|
2024
Q3 | $2.66M | Hold |
22,099
| – | – | 0.27% | 92 |
|
|
2024
Q2 | $2.48M | Sell |
22,099
-1,376
| -6% | -$155K | 0.29% | 89 |
|
|
2024
Q1 | $2.56M | Buy |
23,475
+640
| +3% | +$69.9K | 0.33% | 81 |
|
|
2023
Q4 | $2.3M | Buy |
22,835
+6,970
| +44% | +$701K | 0.32% | 90 |
|
|
2023
Q3 | $1.43M | Buy |
+15,865
| New | +$1.43M | 0.19% | 130 |
|