Clear Creek Financial Management’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 | $265K | Hold |
2,088
| – | – | 0.03% | 466 |
|
|
2025
Q1 | $240K | Hold |
2,088
| – | – | 0.02% | 450 |
|
|
2024
Q4 | $254K | Sell |
2,088
-276
| -12% | -$33.6K | 0.03% | 406 |
|
|
2024
Q3 | $285K | Hold |
2,364
| – | – | 0.03% | 357 |
|
|
2024
Q2 | $266K | Sell |
2,364
-1,981
| -46% | -$223K | 0.03% | 356 |
|
|
2024
Q1 | $474K | Sell |
4,345
-3,169
| -42% | -$346K | 0.06% | 257 |
|
|
2023
Q4 | $755K | Sell |
7,514
-904
| -11% | -$90.9K | 0.12% | 147 |
|
|
2023
Q3 | $761K | Hold |
8,418
| – | – | 0.13% | 125 |
|
|
2023
Q2 | $788K | Hold |
8,418
| – | – | 0.14% | 124 |
|
|
2023
Q1 | $739K | Sell |
8,418
-3,816
| -31% | -$335K | 0.14% | 125 |
|
|
2022
Q4 | $1.01M | Sell |
12,234
-52
| -0.4% | -$4.28K | 0.22% | 90 |
|
|
2022
Q3 | $933K | Buy |
12,286
+6,314
| +106% | +$479K | 0.21% | 83 |
|
|
2022
Q2 | $482K | Buy |
+5,972
| New | +$482K | 0.1% | 158 |
|