Investors Research Corp’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 | $81.8K | Buy |
645
+52
| +9% | +$6.59K | 0.02% | 406 |
|
|
2025
Q1 | $68.1K | Hold |
593
| – | – | 0.01% | 422 |
|
|
2024
Q4 | $72.1K | Hold |
593
| – | – | 0.02% | 430 |
|
|
2024
Q3 | $71.4K | Hold |
593
| – | – | 0.02% | 439 |
|
|
2024
Q2 | $66.6K | Hold |
593
| – | – | 0.02% | 454 |
|
|
2024
Q1 | $64.7K | Hold |
593
| – | – | 0.02% | 464 |
|
|
2023
Q4 | $59.6K | Buy |
593
+92
| +18% | +$9.25K | 0.01% | 491 |
|
|
2023
Q3 | $45.1K | Buy |
501
+70
| +16% | +$6.3K | 0.01% | 529 |
|
|
2023
Q2 | $40.4K | Hold |
431
| – | – | 0.01% | 541 |
|
|
2023
Q1 | $37.8K | Hold |
431
| – | – | 0.01% | 565 |
|
|
2022
Q4 | $35.5K | Hold |
431
| – | – | 0.01% | 571 |
|
|
2022
Q3 | $33K | Buy |
431
+106
| +33% | +$8.12K | 0.01% | 570 |
|
|
2022
Q2 | $26K | Buy |
325
+187
| +136% | +$15K | 0.01% | 608 |
|
|
2022
Q1 | $13K | Buy |
+138
| New | +$13K | ﹤0.01% | 729 |
|