Kelman-Lazarov Inc’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 | $345K | Hold |
2,723
| – | – | 0.06% | 93 |
|
|
2025
Q1 | $313K | Buy |
2,723
+988
| +57% | +$113K | 0.06% | 90 |
|
|
2024
Q4 | $211K | Hold |
1,735
| – | – | 0.04% | 108 |
|
|
2024
Q3 | $209K | Sell |
1,735
-531
| -23% | -$63.9K | 0.04% | 108 |
|
|
2024
Q2 | $255K | Sell |
2,266
-61
| -3% | -$6.86K | 0.05% | 95 |
|
|
2024
Q1 | $254K | Sell |
2,327
-50
| -2% | -$5.46K | 0.05% | 93 |
|
|
2023
Q4 | $239K | Sell |
2,377
-12
| -0.5% | -$1.21K | 0.05% | 92 |
|
|
2023
Q3 | $215K | Sell |
2,389
-1
| -0% | -$90 | 0.05% | 95 |
|
|
2023
Q2 | $224K | Sell |
2,390
-13
| -0.5% | -$1.22K | 0.05% | 94 |
|
|
2023
Q1 | $211K | Buy |
+2,403
| New | +$211K | 0.05% | 92 |
|
|
2022
Q4 | – | Sell |
-3,267
| Closed | -$248K | – | 95 |
|
|
2022
Q3 | $248K | Sell |
3,267
-392
| -11% | -$29.8K | 0.08% | 78 |
|
|
2022
Q2 | $295K | Buy |
3,659
+552
| +18% | +$44.5K | 0.1% | 70 |
|
|
2022
Q1 | $301K | Buy |
3,107
+152
| +5% | +$14.7K | 0.1% | 67 |
|
|
2021
Q4 | $314K | Sell |
2,955
-226
| -7% | -$24K | 0.1% | 66 |
|
|
2021
Q3 | $305K | Buy |
3,181
+1,018
| +47% | +$97.6K | 0.11% | 65 |
|
|
2021
Q2 | $207K | Buy |
+2,163
| New | +$207K | 0.07% | 82 |
|