Fingerlakes 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
Q2 | $2.18M | Buy |
17,220
+31
| +0.2% | +$3.93K | 1.63% | 22 |
|
|
2025
Q1 | $1.97M | Buy |
17,189
+683
| +4% | +$78.5K | 1.68% | 20 |
|
|
2024
Q4 | $2.01M | Buy |
16,506
+674
| +4% | +$82K | 1.62% | 21 |
|
|
2024
Q3 | $1.91M | Buy |
15,832
+1,882
| +13% | +$227K | 1.58% | 23 |
|
|
2024
Q2 | $1.57M | Buy |
13,950
+378
| +3% | +$42.5K | 1.41% | 25 |
|
|
2024
Q1 | $1.48M | Sell |
13,572
-7
| -0.1% | -$764 | 1.43% | 24 |
|
|
2023
Q4 | $1.36M | Sell |
13,579
-226
| -2% | -$22.7K | 1.47% | 23 |
|
|
2023
Q3 | $1.24M | Sell |
13,805
-71
| -0.5% | -$6.39K | 1.52% | 23 |
|
|
2023
Q2 | $1.3M | Buy |
13,876
+683
| +5% | +$64K | 1.49% | 21 |
|
|
2023
Q1 | $1.16M | Buy |
13,193
+41
| +0.3% | +$3.6K | 1.44% | 22 |
|
|
2022
Q4 | $1.08M | Sell |
13,152
-162
| -1% | -$13.3K | 1.49% | 22 |
|
|
2022
Q3 | $1.01M | Buy |
13,314
+359
| +3% | +$27.3K | 1.47% | 22 |
|
|
2022
Q2 | $1.05M | Buy |
12,955
+688
| +6% | +$55.5K | 1.43% | 22 |
|
|
2022
Q1 | $1.19M | Sell |
12,267
-2
| -0% | -$194 | 1.39% | 22 |
|
|
2021
Q4 | $1.3M | Buy |
+12,269
| New | +$1.3M | 1.47% | 20 |
|