Howe & Rusling’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 | $108K | Hold |
850
| – | – | 0.01% | 313 |
|
|
2025
Q1 | $97.6K | Hold |
850
| – | – | 0.01% | 300 |
|
|
2024
Q4 | $103K | Hold |
850
| – | – | 0.01% | 282 |
|
|
2024
Q3 | $102K | Hold |
850
| – | – | 0.01% | 272 |
|
|
2024
Q2 | $95.5K | Hold |
850
| – | – | 0.01% | 265 |
|
|
2024
Q1 | $92.8K | Hold |
850
| – | – | 0.01% | 268 |
|
|
2023
Q4 | $85.4K | Hold |
850
| – | – | 0.01% | 253 |
|
|
2023
Q3 | $76.5K | Hold |
850
| – | – | 0.01% | 242 |
|
|
2023
Q2 | $79.6K | Hold |
850
| – | – | 0.01% | 249 |
|
|
2023
Q1 | $74.6K | Hold |
850
| – | – | 0.01% | 233 |
|
|
2022
Q4 | $70K | Hold |
850
| – | – | 0.01% | 225 |
|
|
2022
Q3 | $65K | Hold |
850
| – | – | 0.01% | 295 |
|
|
2022
Q2 | $69K | Hold |
850
| – | – | 0.01% | 279 |
|
|
2022
Q1 | $82K | Hold |
850
| – | – | 0.01% | 272 |
|
|
2021
Q4 | $90K | Hold |
850
| – | – | 0.01% | 259 |
|
|
2021
Q3 | $82K | Hold |
850
| – | – | 0.01% | 254 |
|
|
2021
Q2 | $81K | Hold |
850
| – | – | 0.01% | 251 |
|
|
2021
Q1 | $75K | Hold |
850
| – | – | 0.01% | 260 |
|
|
2020
Q4 | $70K | Hold |
850
| – | – | 0.01% | 255 |
|
|
2020
Q3 | $63K | Sell |
850
-130
| -13% | -$9.64K | 0.01% | 250 |
|
|
2020
Q2 | $66K | Buy |
980
+340
| +53% | +$22.9K | 0.01% | 227 |
|
|
2020
Q1 | $35K | Buy |
+640
| New | +$35K | 0.01% | 290 |
|