Integrity Financial’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 | $30.2K | Hold |
238
| – | – | 0.02% | 215 |
|
|
2025
Q1 | $27.4K | Sell |
238
-70
| -23% | -$8.05K | 0.02% | 199 |
|
|
2024
Q4 | $37.5K | Buy |
+308
| New | +$37.5K | 0.02% | 177 |
|
|
2023
Q4 | – | Sell |
-299
| Closed | -$26.9K | – | 226 |
|
|
2023
Q3 | $26.9K | Hold |
299
| – | – | 0.02% | 159 |
|
|
2023
Q2 | $28K | Buy |
299
+14
| +5% | +$1.31K | 0.02% | 144 |
|
|
2023
Q1 | $25K | Buy |
285
+143
| +101% | +$12.6K | 0.02% | 151 |
|
|
2022
Q4 | $11.7K | Hold |
142
| – | – | 0.01% | 157 |
|
|
2022
Q3 | $11K | Hold |
142
| – | – | 0.01% | 155 |
|
|
2022
Q2 | $11K | Hold |
142
| – | – | 0.01% | 161 |
|
|
2022
Q1 | $14K | Hold |
142
| – | – | 0.01% | 149 |
|
|
2021
Q4 | $15K | Buy |
+142
| New | +$15K | 0.01% | 152 |
|