Founders Financial Alliance’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 | $15.2K | Hold |
120
| – | – | ﹤0.01% | 440 |
|
|
2025
Q1 | $13.8K | Sell |
120
-1,440
| -92% | -$165K | ﹤0.01% | 516 |
|
|
2024
Q4 | $190K | Hold |
1,560
| – | – | 0.05% | 285 |
|
|
2024
Q3 | $188K | Hold |
1,560
| – | – | 0.05% | 291 |
|
|
2024
Q2 | $175K | Hold |
1,560
| – | – | 0.05% | 278 |
|
|
2024
Q1 | $170K | Buy |
+1,560
| New | +$170K | 0.05% | 279 |
|