Gould Asset 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 | $1.69M | Hold |
13,308
| – | – | 0.33% | 40 |
|
|
2025
Q1 | $1.53M | Sell |
13,308
-275
| -2% | -$31.6K | 0.32% | 40 |
|
|
2024
Q4 | $1.65M | Sell |
13,583
-315
| -2% | -$38.3K | 0.35% | 40 |
|
|
2024
Q3 | $1.67M | Sell |
13,898
-340
| -2% | -$40.9K | 0.36% | 38 |
|
|
2024
Q2 | $1.6M | Sell |
14,238
-480
| -3% | -$53.9K | 0.37% | 38 |
|
|
2024
Q1 | $1.61M | Sell |
14,718
-410
| -3% | -$44.8K | 0.39% | 36 |
|
|
2023
Q4 | $1.52M | Hold |
15,128
| – | – | 0.39% | 34 |
|
|
2023
Q3 | $1.36M | Sell |
15,128
-175
| -1% | -$15.7K | 0.38% | 34 |
|
|
2023
Q2 | $1.43M | Buy |
15,303
+350
| +2% | +$32.8K | 0.4% | 34 |
|
|
2023
Q1 | $1.31M | Sell |
14,953
-180
| -1% | -$15.8K | 0.37% | 34 |
|
|
2022
Q4 | $1.25M | Buy |
15,133
+2,248
| +17% | +$185K | 0.37% | 37 |
|
|
2022
Q3 | $978K | Sell |
12,885
-145
| -1% | -$11K | 0.33% | 33 |
|
|
2022
Q2 | $1.05M | Sell |
13,030
-130
| -1% | -$10.5K | 0.34% | 33 |
|
|
2022
Q1 | $1.27M | Sell |
13,160
-495
| -4% | -$47.9K | 0.37% | 31 |
|
|
2021
Q4 | $1.45M | Sell |
13,655
-85
| -0.6% | -$9.03K | 0.41% | 29 |
|
|
2021
Q3 | $1.32M | Sell |
13,740
-150
| -1% | -$14.4K | 0.41% | 30 |
|
|
2021
Q2 | $1.33M | Buy |
13,890
+200
| +1% | +$19.1K | 0.38% | 35 |
|
|
2021
Q1 | $1.2M | Sell |
13,690
-670
| -5% | -$58.8K | 0.37% | 39 |
|
|
2020
Q4 | $1.18M | Sell |
14,360
-420
| -3% | -$34.6K | 0.36% | 39 |
|
|
2020
Q3 | $1.09M | Buy |
14,780
+60
| +0.4% | +$4.41K | 0.37% | 37 |
|
|
2020
Q2 | $985K | Sell |
14,720
-430
| -3% | -$28.8K | 0.35% | 40 |
|
|
2020
Q1 | $832K | Sell |
15,150
-1,600
| -10% | -$87.9K | 0.32% | 40 |
|
|
2019
Q4 | $1.12M | Sell |
16,750
-3,080
| -16% | -$206K | 0.37% | 38 |
|
|
2019
Q3 | $1.23M | Sell |
19,830
-950
| -5% | -$58.7K | 0.43% | 36 |
|
|
2019
Q2 | $1.27M | Buy |
20,780
+930
| +5% | +$56.7K | 0.46% | 33 |
|
|
2019
Q1 | $1.17M | Sell |
19,850
-80
| -0.4% | -$4.73K | 0.44% | 36 |
|
|
2018
Q4 | $1.03M | Sell |
19,930
-1,350
| -6% | -$69.6K | 0.43% | 36 |
|
|
2018
Q3 | $1.27M | Buy |
21,280
+4,040
| +23% | +$241K | 0.51% | 31 |
|
|
2018
Q2 | $972K | Buy |
17,240
+1,010
| +6% | +$56.9K | 0.42% | 35 |
|
|
2018
Q1 | $900K | Sell |
16,230
-3,140
| -16% | -$174K | 0.39% | 41 |
|
|
2017
Q4 | $1.08M | Buy |
19,370
+5,150
| +36% | +$286K | 0.47% | 34 |
|
|
2017
Q3 | $743K | Buy |
14,220
+610
| +4% | +$31.9K | 0.33% | 47 |
|
|
2017
Q2 | $696K | Buy |
13,610
+7,140
| +110% | +$365K | 0.34% | 45 |
|
|
2017
Q1 | $318K | Hold |
6,470
| – | – | 0.16% | 80 |
|
|
2016
Q4 | $298K | Hold |
6,470
| – | – | 0.15% | 80 |
|
|
2016
Q3 | $294K | Hold |
6,470
| – | – | 0.16% | 73 |
|
|
2016
Q2 | $280K | Hold |
6,470
| – | – | 0.15% | 73 |
|
|
2016
Q1 | $275K | Hold |
6,470
| – | – | 0.15% | 74 |
|
|
2015
Q4 | $270K | Hold |
6,470
| – | – | 0.14% | 77 |
|
|
2015
Q3 | $255K | Hold |
6,470
| – | – | 0.14% | 79 |
|
|
2015
Q2 | $275K | Buy |
6,470
+490
| +8% | +$20.8K | 0.14% | 85 |
|
|
2015
Q1 | $257K | Hold |
5,980
| – | – | 0.13% | 81 |
|
|
2014
Q4 | $257K | Hold |
5,980
| – | – | 0.13% | 89 |
|
|
2014
Q3 | $246K | Sell |
5,980
-1,700
| -22% | -$69.9K | 0.12% | 89 |
|
|
2014
Q2 | $316K | Hold |
7,680
| – | – | 0.15% | 70 |
|
|
2014
Q1 | $300K | Hold |
7,680
| – | – | 0.16% | 68 |
|
|
2013
Q4 | $295K | Hold |
7,680
| – | – | 0.17% | 63 |
|
|
2013
Q3 | $272K | Sell |
7,680
-2,100
| -21% | -$74.4K | 0.17% | 63 |
|
|
2013
Q2 | $331K | Buy |
+9,780
| New | +$331K | 0.21% | 55 |
|