Colonial Trust 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 | $82.4K | Hold |
650
| – | – | 0.01% | 282 |
|
|
2025
Q1 | $74.7K | Hold |
650
| – | – | 0.01% | 291 |
|
|
2024
Q4 | $79K | Hold |
650
| – | – | 0.01% | 269 |
|
|
2024
Q3 | $78.2K | Hold |
650
| – | – | 0.01% | 288 |
|
|
2024
Q2 | $73K | Hold |
650
| – | – | 0.01% | 284 |
|
|
2024
Q1 | $71K | Hold |
650
| – | – | 0.01% | 280 |
|
|
2023
Q4 | $65.3K | Hold |
650
| – | – | 0.01% | 283 |
|
|
2023
Q3 | $58.5K | Hold |
650
| – | – | 0.01% | 309 |
|
|
2023
Q2 | $60.9K | Hold |
650
| – | – | 0.01% | 312 |
|
|
2023
Q1 | $57.1K | Hold |
650
| – | – | 0.01% | 312 |
|
|
2022
Q4 | $53.5K | Buy |
+650
| New | +$53.5K | 0.01% | 326 |
|