Gerber Kawasaki Wealth & Investment Management’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 | $1.23M | Buy |
9,708
+580
| +6% | +$73.5K | 0.05% | 138 |
|
|
2025
Q1 | $1.05M | Sell |
9,128
-160
| -2% | -$18.4K | 0.05% | 134 |
|
|
2024
Q4 | $1.13M | Sell |
9,288
-375
| -4% | -$45.6K | 0.05% | 134 |
|
|
2024
Q3 | $1.16M | Sell |
9,663
-154
| -2% | -$18.5K | 0.05% | 127 |
|
|
2024
Q2 | $1.1M | Sell |
9,817
-685
| -7% | -$77K | 0.06% | 126 |
|
|
2024
Q1 | $1.15M | Sell |
10,502
-1,110
| -10% | -$121K | 0.06% | 128 |
|
|
2023
Q4 | $1.17M | Buy |
11,612
+1,178
| +11% | +$118K | 0.07% | 126 |
|
|
2023
Q3 | $939K | Sell |
10,434
-234
| -2% | -$21.1K | 0.06% | 133 |
|
|
2023
Q2 | $999K | Buy |
10,668
+218
| +2% | +$20.4K | 0.07% | 129 |
|
|
2023
Q1 | $917K | Sell |
10,450
-104
| -1% | -$9.13K | 0.07% | 134 |
|
|
2022
Q4 | $869K | Buy |
10,554
+1,061
| +11% | +$87.3K | 0.08% | 132 |
|
|
2022
Q3 | $720K | Sell |
9,493
-12,156
| -56% | -$922K | 0.07% | 131 |
|
|
2022
Q2 | $1.62M | Buy |
21,649
+13,015
| +151% | +$973K | 0.15% | 95 |
|
|
2022
Q1 | $836K | Buy |
8,634
+1,069
| +14% | +$104K | 0.07% | 125 |
|
|
2021
Q4 | $803K | Buy |
7,565
+7,533
| +23,541% | +$800K | 0.06% | 127 |
|
|
2021
Q3 | $32K | Sell |
32
-4,208
| -99% | -$4.21M | ﹤0.01% | 390 |
|
|
2021
Q2 | $405K | Buy |
4,240
+1,169
| +38% | +$112K | 0.04% | 163 |
|
|
2021
Q1 | $269K | Buy |
3,071
+23
| +0.8% | +$2.02K | 0.03% | 174 |
|
|
2020
Q4 | $251K | Buy |
+3,048
| New | +$251K | 0.03% | 149 |
|