Financial Connections 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 | $171K | Hold |
1,350
| – | – | 0.07% | 62 |
|
|
2025
Q1 | $155K | Sell |
1,350
-783
| -37% | -$89.9K | 0.07% | 66 |
|
|
2024
Q4 | $259K | Sell |
2,133
-180
| -8% | -$21.9K | 0.12% | 46 |
|
|
2024
Q3 | $278K | Hold |
2,313
| – | – | 0.14% | 43 |
|
|
2024
Q2 | $259K | Buy |
+2,313
| New | +$259K | 0.13% | 44 |
|
|
2024
Q1 | – | Sell |
-2,313
| Closed | -$232K | – | 252 |
|
|
2023
Q4 | $232K | Buy |
+2,313
| New | +$232K | 0.15% | 51 |
|
|
2023
Q3 | – | Sell |
-2,313
| Closed | -$216K | – | 218 |
|
|
2023
Q2 | $216K | Hold |
2,313
| – | – | 0.14% | 54 |
|
|
2023
Q1 | $203K | Hold |
2,313
| – | – | 0.14% | 48 |
|
|
2022
Q4 | $190K | Hold |
2,313
| – | – | 0.15% | 48 |
|
|
2022
Q3 | $175K | Hold |
2,313
| – | – | 0.15% | 45 |
|
|
2022
Q2 | $186K | Sell |
2,313
-12
| -0.5% | -$965 | 0.16% | 51 |
|
|
2022
Q1 | $225K | Hold |
2,325
| – | – | 0.23% | 46 |
|
|
2021
Q4 | $247K | Buy |
+2,325
| New | +$247K | 0.24% | 42 |
|