GoalVest Advisory’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 | Buy |
11,539
+2,822
| +32% | +$358K | 0.36% | 52 |
|
|
2025
Q1 | $1M | Hold |
8,717
| – | – | 0.28% | 70 |
|
|
2024
Q4 | $1.06M | Sell |
8,717
-942
| -10% | -$115K | 0.29% | 60 |
|
|
2024
Q3 | $1.16M | Hold |
9,659
| – | – | 0.33% | 55 |
|
|
2024
Q2 | $1.09M | Sell |
9,659
-1,145
| -11% | -$129K | 0.35% | 52 |
|
|
2024
Q1 | $1.18M | Sell |
10,804
-316
| -3% | -$34.5K | 0.39% | 48 |
|
|
2023
Q4 | $1.12M | Buy |
11,120
+36
| +0.3% | +$3.62K | 0.49% | 32 |
|
|
2023
Q3 | $997K | Buy |
11,084
+5,731
| +107% | +$516K | 0.5% | 31 |
|
|
2023
Q2 | $501K | Buy |
+5,353
| New | +$501K | 0.26% | 63 |
|