Concurrent Investment 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 | $306K | Buy |
2,416
+175
| +8% | +$22.2K | 0.01% | 1053 |
|
|
2025
Q1 | $257K | Sell |
2,241
-3
| -0.1% | -$345 | 0.01% | 993 |
|
|
2024
Q4 | $273K | Sell |
2,244
-58
| -3% | -$7.05K | 0.01% | 856 |
|
|
2024
Q3 | $277K | Sell |
2,302
-57
| -2% | -$6.86K | 0.01% | 804 |
|
|
2024
Q2 | $265K | Buy |
2,359
+376
| +19% | +$42.3K | 0.01% | 773 |
|
|
2024
Q1 | $216K | Buy |
+1,983
| New | +$216K | 0.01% | 772 |
|