Good Life Advisors’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 | $1.05M | Buy |
8,312
+223
| +3% | +$28.3K | 0.07% | 200 |
|
|
2025
Q1 | $929K | Sell |
8,089
-389
| -5% | -$44.7K | 0.07% | 203 |
|
|
2024
Q4 | $1.03M | Sell |
8,478
-9,466
| -53% | -$1.15M | 0.08% | 186 |
|
|
2024
Q3 | $2.16M | Buy |
17,944
+8,866
| +98% | +$1.07M | 0.13% | 135 |
|
|
2024
Q2 | $1.02M | Sell |
9,078
-24
| -0.3% | -$2.7K | 0.08% | 183 |
|
|
2024
Q1 | $994K | Buy |
9,102
+93
| +1% | +$10.2K | 0.09% | 165 |
|
|
2023
Q4 | $906K | Sell |
9,009
-110
| -1% | -$11.1K | 0.09% | 168 |
|
|
2023
Q3 | $820K | Sell |
9,119
-544
| -6% | -$48.9K | 0.09% | 167 |
|
|
2023
Q2 | $905K | Sell |
9,663
-1
| -0% | -$94 | 0.1% | 159 |
|
|
2023
Q1 | $848K | Buy |
9,664
+130
| +1% | +$11.4K | 0.11% | 154 |
|
|
2022
Q4 | $785K | Buy |
9,534
+1,786
| +23% | +$147K | 0.11% | 155 |
|
|
2022
Q3 | $588K | Sell |
7,748
-38
| -0.5% | -$2.88K | 0.09% | 170 |
|
|
2022
Q2 | $628K | Buy |
7,786
+224
| +3% | +$18.1K | 0.09% | 168 |
|
|
2022
Q1 | $732K | Buy |
7,562
+2,043
| +37% | +$198K | 0.09% | 160 |
|
|
2021
Q4 | $586K | Buy |
5,519
+268
| +5% | +$28.5K | 0.07% | 188 |
|
|
2021
Q3 | $504K | Buy |
5,251
+764
| +17% | +$73.3K | 0.07% | 199 |
|
|
2021
Q2 | $429K | Sell |
4,487
-29
| -0.6% | -$2.77K | 0.08% | 185 |
|
|
2021
Q1 | $394K | Buy |
+4,516
| New | +$394K | 0.08% | 189 |
|