Grand Wealth 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 | $9.38K | Hold |
74
| – | – | ﹤0.01% | 67 |
|
|
2025
Q1 | $8.5K | Hold |
74
| – | – | ﹤0.01% | 62 |
|
|
2024
Q4 | $9K | Sell |
74
-10
| -12% | -$1.22K | 0.01% | 60 |
|
|
2024
Q3 | $10.1K | Hold |
84
| – | – | 0.01% | 60 |
|
|
2024
Q2 | $9.44K | Sell |
84
-5,240
| -98% | -$589K | 0.01% | 54 |
|
|
2024
Q1 | $581K | Hold |
5,324
| – | – | 0.28% | 29 |
|
|
2023
Q4 | $535K | Hold |
5,324
| – | – | 0.29% | 28 |
|
|
2023
Q3 | $479K | Hold |
5,324
| – | – | 0.29% | 29 |
|
|
2023
Q2 | $499K | Hold |
5,324
| – | – | 0.3% | 28 |
|
|
2023
Q1 | $467K | Hold |
5,324
| – | – | 0.28% | 28 |
|
|
2022
Q4 | $438K | Sell |
5,324
-81
| -1% | -$6.67K | 0.27% | 29 |
|
|
2022
Q3 | $410K | Hold |
5,405
| – | – | 0.22% | 31 |
|
|
2022
Q2 | $436K | Buy |
5,405
+165
| +3% | +$13.3K | 0.22% | 30 |
|
|
2022
Q1 | $507K | Hold |
5,240
| – | – | 0.24% | 28 |
|
|
2021
Q4 | $557K | Buy |
+5,240
| New | +$557K | 0.25% | 26 |
|