Integrated Investment Consultants’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 | $1.21M | Hold |
9,560
| – | – | 0.24% | 68 |
|
|
2025
Q1 | $1.1M | Sell |
9,560
-233
| -2% | -$26.8K | 0.22% | 79 |
|
|
2024
Q4 | $1.19M | Sell |
9,793
-184
| -2% | -$22.4K | 0.25% | 78 |
|
|
2024
Q3 | $1.2M | Buy |
9,977
+510
| +5% | +$61.4K | 0.26% | 55 |
|
|
2024
Q2 | $1.03M | Hold |
9,467
| – | – | 0.28% | 55 |
|
|
2024
Q1 | $1.03M | Hold |
9,467
| – | – | 0.28% | 55 |
|
|
2023
Q4 | $952K | Buy |
9,467
+3,559
| +60% | +$358K | 0.3% | 51 |
|
|
2023
Q3 | $532K | Buy |
+5,908
| New | +$532K | 0.19% | 100 |
|