Destiny Capital’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 | $1.06M | Hold |
8,352
| – | – | 0.64% | 20 |
|
|
2025
Q1 | $959K | Buy |
8,352
+302
| +4% | +$34.7K | 0.65% | 19 |
|
|
2024
Q4 | $979K | Hold |
8,050
| – | – | 0.59% | 22 |
|
|
2024
Q3 | $955K | Sell |
8,050
-2,314
| -22% | -$275K | 0.59% | 22 |
|
|
2024
Q2 | $1.16M | Hold |
10,364
| – | – | 0.8% | 20 |
|
|
2024
Q1 | $1.13M | Buy |
10,364
+477
| +5% | +$52.1K | 0.79% | 20 |
|
|
2023
Q4 | $994K | Buy |
+9,887
| New | +$994K | 0.69% | 22 |
|
|
2023
Q2 | $1.1M | Hold |
11,715
| – | – | 0.86% | 19 |
|
|
2023
Q1 | $1.03M | Hold |
11,715
| – | – | 0.84% | 19 |
|
|
2022
Q4 | $1.03M | Buy |
+11,715
| New | +$1.03M | 0.84% | 22 |
|