Dunhill Financial’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 | $394K | Sell |
3,111
-219
| -7% | -$27.8K | 0.11% | 69 |
|
|
2025
Q1 | $382K | Buy |
3,330
+3,126
| +1,532% | +$359K | 0.17% | 56 |
|
|
2024
Q4 | $24.7K | Hold |
204
| – | – | 0.01% | 253 |
|
|
2024
Q3 | $24.5K | Hold |
204
| – | – | 0.01% | 243 |
|
|
2024
Q2 | $22.9K | Hold |
204
| – | – | 0.01% | 198 |
|
|
2024
Q1 | $22.2K | Buy |
204
+1
| +0.5% | +$109 | 0.02% | 167 |
|
|
2023
Q4 | $20.4K | Buy |
+203
| New | +$20.4K | 0.02% | 156 |
|