Foster Dykema Cabot & Partners’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 | $144K | Hold |
1,136
| – | – | 0.01% | 142 |
|
|
2025
Q1 | $130K | Hold |
1,136
| – | – | 0.01% | 143 |
|
|
2024
Q4 | $138K | Hold |
1,136
| – | – | 0.01% | 153 |
|
|
2024
Q3 | $137K | Buy |
1,136
+1,000
| +735% | +$120K | 0.01% | 156 |
|
|
2024
Q2 | $15.3K | Hold |
136
| – | – | ﹤0.01% | 245 |
|
|
2024
Q1 | $14.8K | Hold |
136
| – | – | ﹤0.01% | 258 |
|
|
2023
Q4 | $13.7K | Buy |
+136
| New | +$13.7K | ﹤0.01% | 205 |
|