Dentgroup’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,897
| Closed | -$351K | – | 103 |
|
|
2023
Q3 | $351K | Sell |
3,897
-141
| -3% | -$12.7K | 0.26% | 81 |
|
|
2023
Q2 | $378K | Hold |
4,038
| – | – | 0.27% | 77 |
|
|
2023
Q1 | $354K | Sell |
4,038
-997
| -20% | -$87.5K | 0.28% | 78 |
|
|
2022
Q4 | $414K | Sell |
5,035
-31
| -0.6% | -$2.55K | 0.36% | 65 |
|
|
2022
Q3 | $385K | Buy |
+5,066
| New | +$385K | 0.39% | 63 |
|