Farther Finance Advisors’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 | $757K | Sell |
5,973
-2,668
| -31% | -$338K | 0.02% | 713 |
|
|
2025
Q1 | $996K | Buy |
8,641
+7,964
| +1,176% | +$918K | 0.03% | 497 |
|
|
2024
Q4 | $82.3K | Sell |
677
-46
| -6% | -$5.59K | ﹤0.01% | 1398 |
|
|
2024
Q3 | $87.1K | Buy |
723
+205
| +40% | +$24.7K | ﹤0.01% | 1368 |
|
|
2024
Q2 | $58.1K | Sell |
518
-508
| -50% | -$56.9K | ﹤0.01% | 1358 |
|
|
2024
Q1 | $112K | Buy |
1,026
+215
| +27% | +$23.4K | 0.01% | 914 |
|
|
2023
Q4 | $81.5K | Buy |
811
+265
| +49% | +$26.6K | 0.01% | 856 |
|
|
2023
Q3 | $49.1K | Hold |
546
| – | – | 0.01% | 779 |
|
|
2023
Q2 | $51.1K | Hold |
546
| – | – | 0.01% | 664 |
|
|
2023
Q1 | $47.9K | Hold |
546
| – | – | 0.01% | 614 |
|
|
2022
Q4 | $44.9K | Buy |
+546
| New | +$44.9K | 0.02% | 518 |
|