First Foundation Advisors’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 | $1.33M | Hold |
10,510
| – | – | 0.05% | 166 |
|
|
2025
Q1 | $1.21M | Sell |
10,510
-30
| -0.3% | -$3.45K | 0.05% | 155 |
|
|
2024
Q4 | $1.28M | Buy |
10,540
+1,128
| +12% | +$137K | 0.05% | 153 |
|
|
2024
Q3 | $1.13M | Sell |
9,412
-114
| -1% | -$13.7K | 0.04% | 166 |
|
|
2024
Q2 | $1.07M | Sell |
9,526
-158
| -2% | -$17.8K | 0.04% | 161 |
|
|
2024
Q1 | $1.06M | Buy |
9,684
+2,708
| +39% | +$296K | 0.04% | 166 |
|
|
2023
Q4 | $701K | Buy |
6,976
+1,126
| +19% | +$113K | 0.03% | 194 |
|
|
2023
Q3 | $526K | Buy |
5,850
+543
| +10% | +$48.9K | 0.02% | 248 |
|
|
2023
Q2 | $497K | Sell |
5,307
-873
| -14% | -$81.7K | 0.02% | 251 |
|
|
2023
Q1 | $542K | Sell |
6,180
-3,711
| -38% | -$326K | 0.02% | 224 |
|
|
2022
Q4 | $814K | Sell |
9,891
-1,029
| -9% | -$84.7K | 0.04% | 197 |
|
|
2022
Q3 | $829K | Buy |
10,920
+3,140
| +40% | +$238K | 0.04% | 183 |
|
|
2022
Q2 | $628K | Buy |
+7,780
| New | +$628K | 0.03% | 222 |
|