Cornerstone Advisory’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 | $258K | Buy |
2,035
+4
| +0.2% | +$507 | 0.03% | 206 |
|
|
2025
Q1 | $235K | Buy |
2,031
+5
| +0.2% | +$578 | 0.03% | 204 |
|
|
2024
Q4 | $253K | Buy |
2,026
+7
| +0.3% | +$874 | 0.03% | 206 |
|
|
2024
Q3 | $243K | Buy |
2,019
+7
| +0.3% | +$843 | 0.03% | 197 |
|
|
2024
Q2 | $226K | Hold |
2,012
| – | – | 0.03% | 197 |
|
|
2024
Q1 | $220K | Hold |
2,012
| – | – | 0.03% | 210 |
|
|
2023
Q4 | $202K | Buy |
+2,012
| New | +$202K | 0.03% | 216 |
|
|
2022
Q1 | – | Sell |
-2,582
| Closed | -$275K | – | 704 |
|
|
2021
Q4 | $275K | Buy |
+2,582
| New | +$275K | 0.04% | 217 |
|