D.J. St. Germain’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 | $54.6K | Hold |
431
| – | – | ﹤0.01% | 457 |
|
|
2025
Q1 | $49.5K | Hold |
431
| – | – | ﹤0.01% | 403 |
|
|
2024
Q4 | $52.4K | Hold |
431
| – | – | ﹤0.01% | 417 |
|
|
2024
Q3 | $51.9K | Hold |
431
| – | – | ﹤0.01% | 386 |
|
|
2024
Q2 | $48.4K | Hold |
431
| – | – | ﹤0.01% | 391 |
|
|
2024
Q1 | $47.1K | Hold |
431
| – | – | ﹤0.01% | 396 |
|
|
2023
Q4 | $43.3K | Buy |
+431
| New | +$43.3K | ﹤0.01% | 402 |
|
|
2022
Q4 | $1.18M | Buy |
+28,616
| New | +$1.18M | 0.4% | 44 |
|
|
2022
Q1 | – | Sell |
-9,895
| Closed | -$1.05M | – | 245 |
|
|
2021
Q4 | $1.05M | Buy |
9,895
+1,359
| +16% | +$144K | 0.06% | 134 |
|
|
2021
Q3 | $819K | Buy |
8,536
+3,019
| +55% | +$290K | 0.05% | 131 |
|
|
2021
Q2 | $527K | Hold |
5,517
| – | – | 0.03% | 167 |
|
|
2021
Q1 | $485K | Buy |
+5,517
| New | +$485K | 0.03% | 163 |
|