Franklin Resources’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 | $1.46M | Sell |
11,483
-1,262
| -10% | -$160K | ﹤0.01% | 1828 |
|
|
2025
Q1 | $1.46M | Buy |
12,745
+349
| +3% | +$40.1K | ﹤0.01% | 1800 |
|
|
2024
Q4 | $1.51M | Buy |
12,396
+369
| +3% | +$44.9K | ﹤0.01% | 1818 |
|
|
2024
Q3 | $1.47M | Buy |
12,027
+373
| +3% | +$45.5K | ﹤0.01% | 1826 |
|
|
2024
Q2 | $1.31M | Buy |
11,654
+74
| +0.6% | +$8.32K | ﹤0.01% | 1826 |
|
|
2024
Q1 | $1.26M | Hold |
11,580
| – | – | ﹤0.01% | 1861 |
|
|
2023
Q4 | $1.16M | Buy |
11,580
+511
| +5% | +$51.4K | ﹤0.01% | 1589 |
|
|
2023
Q3 | $996K | Buy |
11,069
+1,061
| +11% | +$95.5K | ﹤0.01% | 1615 |
|
|
2023
Q2 | $937K | Buy |
10,008
+1,575
| +19% | +$147K | ﹤0.01% | 1665 |
|
|
2023
Q1 | $740K | Sell |
8,433
-1,308
| -13% | -$115K | ﹤0.01% | 1575 |
|
|
2022
Q4 | $802K | Buy |
9,741
+1,335
| +16% | +$110K | ﹤0.01% | 1566 |
|
|
2022
Q3 | $638K | Buy |
8,406
+568
| +7% | +$43.1K | ﹤0.01% | 1616 |
|
|
2022
Q2 | $632K | Buy |
7,838
+1,105
| +16% | +$89.1K | ﹤0.01% | 1652 |
|
|
2022
Q1 | $652K | Buy |
6,733
+665
| +11% | +$64.4K | ﹤0.01% | 1747 |
|
|
2021
Q4 | $645K | Buy |
6,068
+559
| +10% | +$59.4K | ﹤0.01% | 1813 |
|
|
2021
Q3 | $529K | Buy |
5,509
+19
| +0.3% | +$1.82K | ﹤0.01% | 1859 |
|
|
2021
Q2 | $525K | Buy |
5,490
+20
| +0.4% | +$1.91K | ﹤0.01% | 1594 |
|
|
2021
Q1 | $480K | Hold |
5,470
| – | – | ﹤0.01% | 1611 |
|
|
2020
Q4 | $450K | Hold |
5,470
| – | – | ﹤0.01% | 1568 |
|
|
2020
Q3 | $402K | Buy |
5,470
+4,970
| +994% | +$365K | ﹤0.01% | 1522 |
|
|
2020
Q2 | $35K | Buy |
+500
| New | +$35K | ﹤0.01% | 1614 |
|