Empower Advisory Group’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 | $372K | Hold |
2,933
| – | – | ﹤0.01% | 364 |
|
|
2025
Q1 | $337K | Sell |
2,933
-317
| -10% | -$36.4K | ﹤0.01% | 380 |
|
|
2024
Q4 | $395K | Hold |
3,250
| – | – | ﹤0.01% | 354 |
|
|
2024
Q3 | $391K | Hold |
3,250
| – | – | ﹤0.01% | 353 |
|
|
2024
Q2 | $365K | Hold |
3,250
| – | – | ﹤0.01% | 353 |
|
|
2024
Q1 | $355K | Sell |
3,250
-7
| -0.2% | -$764 | ﹤0.01% | 370 |
|
|
2023
Q4 | $327K | Hold |
3,257
| – | – | ﹤0.01% | 375 |
|
|
2023
Q3 | $293K | Hold |
3,257
| – | – | ﹤0.01% | 383 |
|
|
2023
Q2 | $305K | Sell |
3,257
-69
| -2% | -$6.46K | ﹤0.01% | 387 |
|
|
2023
Q1 | $292K | Buy |
+3,326
| New | +$292K | ﹤0.01% | 390 |
|