Jones Financial Companies’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 | $3.52M | Buy |
27,974
+2,390
| +9% | +$301K | ﹤0.01% | 592 |
|
|
2025
Q1 | $2.92M | Buy |
25,584
+10,253
| +67% | +$1.17M | ﹤0.01% | 551 |
|
|
2024
Q4 | $1.86M | Buy |
15,331
+5,765
| +60% | +$701K | ﹤0.01% | 579 |
|
|
2024
Q3 | $1.15M | Buy |
9,566
+6,420
| +204% | +$770K | ﹤0.01% | 573 |
|
|
2024
Q2 | $354K | Buy |
3,146
+1,198
| +61% | +$135K | ﹤0.01% | 655 |
|
|
2024
Q1 | $213K | Sell |
1,948
-506
| -21% | -$55.2K | ﹤0.01% | 453 |
|
|
2023
Q4 | $247K | Buy |
2,454
+2,270
| +1,234% | +$228K | ﹤0.01% | 306 |
|
|
2023
Q3 | $16.6K | Hold |
184
| – | – | ﹤0.01% | 454 |
|
|
2023
Q2 | $17.2K | Buy |
+184
| New | +$17.2K | ﹤0.01% | 437 |
|