Crewe 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 | $94.3K | Hold |
744
| – | – | 0.01% | 228 |
|
|
2025
Q1 | $85.5K | Hold |
744
| – | – | 0.01% | 217 |
|
|
2024
Q4 | $90.5K | Sell |
744
-45
| -6% | -$5.47K | 0.01% | 221 |
|
|
2024
Q3 | $95K | Hold |
789
| – | – | 0.01% | 238 |
|
|
2024
Q2 | $88.7K | Hold |
789
| – | – | 0.01% | 290 |
|
|
2024
Q1 | $86.1K | Sell |
789
-22
| -3% | -$2.4K | 0.01% | 299 |
|
|
2023
Q4 | $81.5K | Hold |
811
| – | – | 0.01% | 109 |
|
|
2023
Q3 | $73K | Hold |
811
| – | – | 0.01% | 116 |
|
|
2023
Q2 | $75.9K | Hold |
811
| – | – | 0.01% | 232 |
|
|
2023
Q1 | $71.2K | Hold |
811
| – | – | 0.01% | 266 |
|
|
2022
Q4 | $66.8K | Hold |
811
| – | – | 0.01% | 274 |
|
|
2022
Q3 | $62K | Buy |
+811
| New | +$62K | 0.01% | 293 |
|