Financial Insights’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 | $233K | Hold |
1,840
| – | – | 0.09% | 110 |
|
|
2025
Q1 | $211K | Hold |
1,840
| – | – | 0.08% | 104 |
|
|
2024
Q4 | $224K | Hold |
1,840
| – | – | 0.08% | 100 |
|
|
2024
Q3 | $221K | Hold |
1,840
| – | – | 0.07% | 139 |
|
|
2024
Q2 | $207K | Hold |
1,840
| – | – | 0.06% | 154 |
|
|
2024
Q1 | $201K | Buy |
+1,840
| New | +$201K | 0.06% | 159 |
|
|
2021
Q3 | – | Sell |
-1,040
| Closed | -$994K | – | 201 |
|
|
2021
Q2 | $994K | Buy |
+1,040
| New | +$994K | 0.08% | 118 |
|