JFS Wealth Advisors’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 | $243K | Hold |
1,916
| – | – | 0.02% | 281 |
|
|
2025
Q1 | $220K | Sell |
1,916
-212
| -10% | -$24.4K | 0.01% | 293 |
|
|
2024
Q4 | $259K | Sell |
2,128
-522
| -20% | -$63.5K | 0.02% | 267 |
|
|
2024
Q3 | $319K | Hold |
2,650
| – | – | 0.02% | 244 |
|
|
2024
Q2 | $298K | Hold |
2,650
| – | – | 0.02% | 195 |
|
|
2024
Q1 | $289K | Hold |
2,650
| – | – | 0.02% | 206 |
|
|
2023
Q4 | $266K | Hold |
2,650
| – | – | 0.02% | 203 |
|
|
2023
Q3 | $238K | Hold |
2,650
| – | – | 0.02% | 207 |
|
|
2023
Q2 | $248K | Sell |
2,650
-850
| -24% | -$79.6K | 0.02% | 196 |
|
|
2023
Q1 | $307K | Hold |
3,500
| – | – | 0.03% | 174 |
|
|
2022
Q4 | $288K | Hold |
3,500
| – | – | 0.03% | 184 |
|
|
2022
Q3 | $266K | Hold |
3,500
| – | – | 0.03% | 188 |
|
|
2022
Q2 | $282K | Hold |
3,500
| – | – | 0.03% | 179 |
|
|
2022
Q1 | $339K | Hold |
3,500
| – | – | 0.03% | 185 |
|
|
2021
Q4 | $372K | Hold |
3,500
| – | – | 0.04% | 178 |
|
|
2021
Q3 | $336K | Hold |
3,500
| – | – | 0.03% | 175 |
|
|
2021
Q2 | $334K | Buy |
+3,500
| New | +$334K | 0.05% | 136 |
|