FSA
Financial Services Advisory’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
13,409
-932
| -6% | -$118K | 0.82% | 19 |
|
|
2025
Q1 | $1.65M | Sell |
14,341
-8,338
| -37% | -$958K | 0.62% | 22 |
|
|
2024
Q4 | $2.76M | Buy |
22,679
+7,209
| +47% | +$877K | 0.65% | 30 |
|
|
2024
Q3 | $1.86M | Sell |
15,470
-381
| -2% | -$45.9K | 0.45% | 30 |
|
|
2024
Q2 | $1.78M | Sell |
15,851
-7,958
| -33% | -$894K | 0.49% | 29 |
|
|
2024
Q1 | $2.6M | Sell |
23,809
-281
| -1% | -$30.7K | 0.65% | 27 |
|
|
2023
Q4 | $2.42M | Buy |
+24,090
| New | +$2.42M | 0.69% | 29 |
|