Fielder Capital 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 | – | Sell |
-1,848
| Closed | -$212K | – | 256 |
|
|
2025
Q1 | $212K | Hold |
1,848
| – | – | 0.06% | 202 |
|
|
2024
Q4 | $225K | Sell |
1,848
-82
| -4% | -$9.97K | 0.07% | 186 |
|
|
2024
Q3 | $232K | Hold |
1,930
| – | – | 0.08% | 172 |
|
|
2024
Q2 | $217K | Sell |
1,930
-1,881
| -49% | -$211K | 0.08% | 168 |
|
|
2024
Q1 | $416K | Sell |
3,811
-2,732
| -42% | -$298K | 0.19% | 82 |
|
|
2023
Q4 | $658K | Buy |
+6,543
| New | +$658K | 0.4% | 55 |
|