Hilltop Wealth 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 | $5.48M | Buy |
43,247
+472
| +1% | +$59.8K | 3.08% | 6 |
|
|
2025
Q1 | $4.91M | Sell |
42,775
-1,125
| -3% | -$129K | 2.77% | 8 |
|
|
2024
Q4 | $5.34M | Sell |
43,900
-710
| -2% | -$86.3K | 2.7% | 8 |
|
|
2024
Q3 | $5.37M | Buy |
44,610
+28,457
| +176% | +$3.43M | 2.51% | 9 |
|
|
2024
Q2 | $1.82M | Sell |
16,153
-1,247
| -7% | -$140K | 0.91% | 21 |
|
|
2024
Q1 | $1.9M | Sell |
17,400
-1,728
| -9% | -$189K | 0.97% | 22 |
|
|
2023
Q4 | $1.92M | Sell |
19,128
-389
| -2% | -$39.1K | 1.1% | 20 |
|
|
2023
Q3 | $1.76M | Buy |
19,517
+420
| +2% | +$37.8K | 1.36% | 17 |
|
|
2023
Q2 | $1.79M | Sell |
19,097
-2,713
| -12% | -$254K | 1.32% | 17 |
|
|
2023
Q1 | $1.91M | Buy |
21,810
+53
| +0.2% | +$4.65K | 1.54% | 15 |
|
|
2022
Q4 | $1.79M | Buy |
21,757
+13,675
| +169% | +$1.13M | 1.52% | 16 |
|
|
2022
Q3 | $614K | Sell |
8,082
-6,574
| -45% | -$499K | 0.63% | 23 |
|
|
2022
Q2 | $1.18M | Buy |
14,656
+1,607
| +12% | +$130K | 1.15% | 14 |
|
|
2022
Q1 | $1.26M | Buy |
13,049
+1,739
| +15% | +$168K | 1.08% | 13 |
|
|
2021
Q4 | $1.2M | Buy |
11,310
+2,764
| +32% | +$294K | 0.83% | 16 |
|
|
2021
Q3 | $820K | Buy |
8,546
+2,048
| +32% | +$197K | 0.58% | 16 |
|
|
2021
Q2 | $621K | Buy |
6,498
+622
| +11% | +$59.4K | 0.44% | 17 |
|
|
2021
Q1 | $516K | Buy |
5,876
+1,298
| +28% | +$114K | 0.39% | 17 |
|
|
2020
Q4 | $377K | Buy |
+4,578
| New | +$377K | 0.34% | 21 |
|