Kesler Norman & Wride’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 | $591K | Hold |
4,662
| – | – | 0.1% | 178 |
|
|
2025
Q1 | $536K | Hold |
4,662
| – | – | 0.1% | 175 |
|
|
2024
Q4 | $567K | Hold |
4,662
| – | – | 0.12% | 162 |
|
|
2024
Q3 | $561K | Hold |
4,662
| – | – | 0.11% | 155 |
|
|
2024
Q2 | $524K | Hold |
4,662
| – | – | 0.11% | 130 |
|
|
2024
Q1 | $509K | Hold |
4,662
| – | – | 0.11% | 126 |
|
|
2023
Q4 | $469K | Hold |
4,662
| – | – | 0.11% | 127 |
|
|
2023
Q3 | $419K | Hold |
4,662
| – | – | 0.11% | 136 |
|
|
2023
Q2 | $437K | Hold |
4,662
| – | – | 0.11% | 133 |
|
|
2023
Q1 | $409K | Hold |
4,662
| – | – | 0.1% | 132 |
|
|
2022
Q4 | $384K | Hold |
4,662
| – | – | 0.1% | 138 |
|
|
2022
Q3 | $354K | Hold |
4,662
| – | – | 0.1% | 143 |
|
|
2022
Q2 | $376K | Sell |
4,662
-42
| -0.9% | -$3.39K | 0.1% | 129 |
|
|
2022
Q1 | $456K | Hold |
4,704
| – | – | 0.1% | 126 |
|
|
2021
Q4 | $500K | Hold |
4,704
| – | – | 0.11% | 127 |
|
|
2021
Q3 | $451K | Hold |
4,704
| – | – | 0.11% | 130 |
|
|
2021
Q2 | $462K | Hold |
4,704
| – | – | 0.11% | 131 |
|
|
2021
Q1 | $413K | Hold |
4,704
| – | – | 0.1% | 132 |
|
|
2020
Q4 | $387K | Buy |
+4,704
| New | +$387K | 0.11% | 131 |
|