Envestnet Portfolio Solutions’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 | $358K | Sell |
2,827
-315
| -10% | -$39.9K | ﹤0.01% | 1258 |
|
|
2025
Q1 | $361K | Sell |
3,142
-311
| -9% | -$35.7K | ﹤0.01% | 1200 |
|
|
2024
Q4 | $420K | Sell |
3,453
-134
| -4% | -$16.3K | ﹤0.01% | 1324 |
|
|
2024
Q3 | $432K | Hold |
3,587
| – | – | ﹤0.01% | 1278 |
|
|
2024
Q2 | $403K | Sell |
3,587
-217
| -6% | -$24.4K | ﹤0.01% | 1224 |
|
|
2024
Q1 | $415K | Buy |
3,804
+90
| +2% | +$9.83K | ﹤0.01% | 1193 |
|
|
2023
Q4 | $373K | Sell |
3,714
-593
| -14% | -$59.6K | ﹤0.01% | 1182 |
|
|
2023
Q3 | $388K | Buy |
+4,307
| New | +$388K | ﹤0.01% | 1099 |
|