IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,918
| Closed | -$230K | – | 1200 |
|
|
2024
Q3 | $230K | Buy |
+1,918
| New | +$230K | 0.01% | 1030 |
|
|
2024
Q2 | – | Sell |
-1,886
| Closed | -$206K | – | 1077 |
|
|
2024
Q1 | $206K | Buy |
+1,886
| New | +$206K | 0.01% | 936 |
|
|
2021
Q3 | – | Sell |
-2,687
| Closed | -$257K | – | 961 |
|
|
2021
Q2 | $257K | Buy |
2,687
+17
| +0.6% | +$1.63K | 0.02% | 771 |
|
|
2021
Q1 | $234K | Buy |
2,670
+6
| +0.2% | +$526 | 0.02% | 713 |
|
|
2020
Q4 | $219K | Buy |
+2,664
| New | +$219K | 0.02% | 665 |
|
|
2018
Q2 | – | Sell |
-490
| Closed | -$26K | – | 1241 |
|
|
2018
Q1 | $26K | Hold |
490
| – | – | 0.01% | 895 |
|
|
2017
Q4 | $28K | Buy |
+490
| New | +$28K | 0.01% | 888 |
|