Guerra Pan 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 | $320K | Hold |
2,525
| – | – | 0.21% | 82 |
|
|
2025
Q1 | $290K | Sell |
2,525
-134
| -5% | -$15.4K | 0.23% | 85 |
|
|
2024
Q4 | $323K | Sell |
2,659
-5
| -0.2% | -$608 | 0.23% | 86 |
|
|
2024
Q3 | $321K | Hold |
2,664
| – | – | 0.26% | 82 |
|
|
2024
Q2 | $299K | Hold |
2,664
| – | – | 0.25% | 80 |
|
|
2024
Q1 | $291K | Hold |
2,664
| – | – | 0.27% | 79 |
|
|
2023
Q4 | $268K | Hold |
2,664
| – | – | 0.26% | 89 |
|
|
2023
Q3 | $240K | Hold |
2,664
| – | – | 0.28% | 85 |
|
|
2023
Q2 | $249K | Hold |
2,664
| – | – | 0.28% | 89 |
|
|
2023
Q1 | $234K | Hold |
2,664
| – | – | 0.29% | 84 |
|
|
2022
Q4 | $219K | Hold |
2,664
| – | – | 0.3% | 83 |
|
|
2022
Q3 | $205K | Hold |
2,664
| – | – | 0.3% | 84 |
|
|
2022
Q2 | $236K | Hold |
2,664
| – | – | 0.29% | 84 |
|
|
2022
Q1 | $239K | Sell |
2,664
-224
| -8% | -$20.1K | 0.29% | 84 |
|
|
2021
Q4 | $307K | Buy |
+2,888
| New | +$307K | 0.3% | 82 |
|