Focus Partners Wealth’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 | $2.74M | Buy |
21,595
+453
| +2% | +$57.4K | 0.01% | 817 |
|
|
2025
Q1 | $2.43M | Sell |
21,142
-1,465
| -6% | -$168K | 0.01% | 798 |
|
|
2024
Q4 | $2.75M | Sell |
22,607
-2,595
| -10% | -$316K | 0.01% | 762 |
|
|
2024
Q3 | $3.03M | Sell |
25,202
-11,756
| -32% | -$1.42M | 0.01% | 673 |
|
|
2024
Q2 | $4.15M | Buy |
36,958
+15,772
| +74% | +$1.77M | 0.01% | 528 |
|
|
2024
Q1 | $2.31M | Sell |
21,186
-2,032
| -9% | -$222K | 0.02% | 453 |
|
|
2023
Q4 | $2.33M | Buy |
+23,218
| New | +$2.33M | 0.03% | 329 |
|