Eagle Strategies’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 | $230K | Sell |
1,817
-104
| -5% | -$13.2K | 0.04% | 213 |
|
|
2025
Q1 | $221K | Buy |
1,921
+85
| +5% | +$9.76K | 0.04% | 202 |
|
|
2024
Q4 | $223K | Sell |
1,836
-77
| -4% | -$9.36K | 0.04% | 203 |
|
|
2024
Q3 | $230K | Sell |
1,913
-36
| -2% | -$4.33K | 0.04% | 195 |
|
|
2024
Q2 | $219K | Buy |
+1,949
| New | +$219K | 0.04% | 200 |
|
|
2022
Q3 | – | Sell |
-3,859
| Closed | -$311K | – | 141 |
|
|
2022
Q2 | $311K | Buy |
3,859
+1,283
| +50% | +$103K | 0.11% | 110 |
|
|
2022
Q1 | $249K | Sell |
2,576
-352
| -12% | -$34K | 0.1% | 124 |
|
|
2021
Q4 | $311K | Buy |
+2,928
| New | +$311K | 0.12% | 114 |
|