ETF Portfolio Partners’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 | $231K | Buy |
+1,821
| New | +$231K | 0.06% | 59 |
|
|
2024
Q4 | – | Sell |
-3,362
| Closed | -$405K | – | 58 |
|
|
2024
Q3 | $405K | Buy |
3,362
+52
| +2% | +$6.26K | 0.12% | 37 |
|
|
2024
Q2 | $372K | Sell |
3,310
-2,479
| -43% | -$279K | 0.12% | 37 |
|
|
2024
Q1 | $632K | Buy |
5,789
+55
| +1% | +$6K | 0.2% | 33 |
|
|
2023
Q4 | $576K | Buy |
5,734
+12
| +0.2% | +$1.21K | 0.19% | 31 |
|
|
2023
Q3 | $515K | Sell |
5,722
-115
| -2% | -$10.3K | 0.19% | 31 |
|
|
2023
Q2 | $547K | Buy |
+5,837
| New | +$547K | 0.2% | 31 |
|