Greenup Street 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 | $986K | Sell |
7,778
-182
| -2% | -$23.1K | 0.17% | 62 |
|
|
2025
Q1 | $914K | Sell |
7,960
-415
| -5% | -$47.7K | 0.18% | 63 |
|
|
2024
Q4 | $1.02M | Buy |
8,375
+2,703
| +48% | +$329K | 0.2% | 58 |
|
|
2024
Q3 | $683K | Sell |
5,672
-49
| -0.9% | -$5.9K | 0.14% | 59 |
|
|
2024
Q2 | $643K | Sell |
5,721
-167
| -3% | -$18.8K | 0.15% | 59 |
|
|
2024
Q1 | $643K | Sell |
5,888
-954
| -14% | -$104K | 0.16% | 60 |
|
|
2023
Q4 | $688K | Buy |
6,842
+840
| +14% | +$84.4K | 0.19% | 58 |
|
|
2023
Q3 | $540K | Sell |
6,002
-693
| -10% | -$62.3K | 0.18% | 61 |
|
|
2023
Q2 | $627K | Sell |
6,695
-1,391
| -17% | -$130K | 0.17% | 71 |
|
|
2023
Q1 | $710K | Buy |
8,086
+2,151
| +36% | +$189K | 0.25% | 53 |
|
|
2022
Q4 | $489K | Sell |
5,935
-1,292
| -18% | -$106K | 0.2% | 67 |
|
|
2022
Q3 | $549K | Buy |
7,227
+2,196
| +44% | +$167K | 0.25% | 58 |
|
|
2022
Q2 | $406K | Sell |
5,031
-210
| -4% | -$16.9K | 0.19% | 64 |
|
|
2022
Q1 | $508K | Buy |
5,241
+592
| +13% | +$57.4K | 0.28% | 60 |
|
|
2021
Q4 | $494K | Buy |
+4,649
| New | +$494K | 0.29% | 57 |
|