Financial Perspectives’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 | $18.2K | Buy |
144
+1
| +0.7% | +$127 | 0.01% | 431 |
|
|
2025
Q1 | $16.5K | Hold |
143
| – | – | 0.01% | 433 |
|
|
2024
Q4 | $17.4K | Hold |
143
| – | – | 0.01% | 428 |
|
|
2024
Q3 | $17.2K | Buy |
143
+1
| +0.7% | +$120 | 0.01% | 407 |
|
|
2024
Q2 | $16K | Hold |
142
| – | – | 0.01% | 408 |
|
|
2024
Q1 | $15.5K | Buy |
142
+1
| +0.7% | +$109 | 0.01% | 411 |
|
|
2023
Q4 | $14.2K | Buy |
141
+1
| +0.7% | +$101 | 0.01% | 423 |
|
|
2023
Q3 | $12.6K | Hold |
140
| – | – | 0.01% | 415 |
|
|
2023
Q2 | $13.1K | Hold |
140
| – | – | 0.01% | 420 |
|
|
2023
Q1 | $12.3K | Buy |
140
+1
| +0.7% | +$88 | 0.01% | 425 |
|
|
2022
Q4 | $11.5K | Hold |
139
| – | – | 0.01% | 425 |
|
|
2022
Q3 | $10.5K | Buy |
139
+1
| +0.7% | +$76 | 0.01% | 431 |
|
|
2022
Q2 | $11.1K | Hold |
138
| – | – | 0.01% | 429 |
|
|
2022
Q1 | $13.3K | Buy |
138
+1
| +0.7% | +$97 | 0.01% | 425 |
|
|
2021
Q4 | $14.6K | Hold |
137
| – | – | 0.01% | 399 |
|
|
2021
Q3 | $13.1K | Buy |
137
+1
| +0.7% | +$96 | 0.01% | 414 |
|
|
2021
Q2 | $13K | Sell |
136
-6,117
| -98% | -$587K | 0.01% | 438 |
|
|
2021
Q1 | $71K | Buy |
+6,253
| New | +$71K | ﹤0.01% | 533 |
|