Financial Network Wealth Management’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
Q1 | $3.79M | Sell |
32,984
-136
| -0.4% | -$15.6K | 1.34% | 15 |
|
|
2024
Q4 | $4.03M | Sell |
33,120
-672
| -2% | -$81.7K | 1.44% | 14 |
|
|
2024
Q3 | $4.07M | Hold |
33,792
| – | – | 1.46% | 15 |
|
|
2024
Q2 | $3.8M | Sell |
33,792
-1,343
| -4% | -$151K | 1.45% | 14 |
|
|
2024
Q1 | $3.77M | Sell |
35,135
-347
| -1% | -$37.3K | 1.79% | 14 |
|
|
2023
Q4 | $3.57M | Buy |
35,482
+6,152
| +21% | +$618K | 1.54% | 14 |
|
|
2023
Q3 | $2.63M | Buy |
29,330
+1,947
| +7% | +$174K | 1.28% | 16 |
|
|
2023
Q2 | $2.65M | Sell |
27,383
-800
| -3% | -$77.5K | 1.23% | 17 |
|
|
2023
Q1 | $2.47M | Buy |
28,183
+270
| +1% | +$23.7K | 1.22% | 18 |
|
|
2022
Q4 | $2.3M | Buy |
27,913
+22,505
| +416% | +$1.85M | 1.24% | 20 |
|
|
2022
Q3 | $411K | Hold |
5,408
| – | – | 0.26% | 53 |
|
|
2022
Q2 | $436K | Hold |
5,408
| – | – | 0.26% | 49 |
|
|
2022
Q1 | $524K | Hold |
5,408
| – | – | 0.27% | 44 |
|
|
2021
Q4 | $575K | Hold |
5,408
| – | – | 0.29% | 41 |
|
|
2021
Q3 | $519K | Hold |
5,408
| – | – | 0.3% | 41 |
|
|
2021
Q2 | $517K | Hold |
5,408
| – | – | 0.3% | 41 |
|
|
2021
Q1 | $475K | Hold |
5,408
| – | – | 0.31% | 40 |
|
|
2020
Q4 | $445K | Buy |
+5,408
| New | +$445K | 0.35% | 42 |
|