DHJJ Financial 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 | $49.4K | Hold |
390
| – | – | 0.02% | 347 |
|
|
2025
Q1 | $44.8K | Hold |
390
| – | – | 0.02% | 324 |
|
|
2024
Q4 | $47.4K | Hold |
390
| – | – | 0.02% | 312 |
|
|
2024
Q3 | $46.9K | Hold |
390
| – | – | 0.02% | 312 |
|
|
2024
Q2 | $43.8K | Hold |
390
| – | – | 0.02% | 290 |
|
|
2024
Q1 | $42.6K | Hold |
390
| – | – | 0.02% | 284 |
|
|
2023
Q4 | $39.2K | Hold |
390
| – | – | 0.02% | 286 |
|
|
2023
Q3 | $35.1K | Buy |
+390
| New | +$35.1K | 0.02% | 287 |
|