Kingsview Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-35,698
| Closed | -$4.3M | – | 1181 |
|
|
2024
Q3 | $4.3M | Buy |
35,698
+8,204
| +30% | +$988K | 0.09% | 223 |
|
|
2024
Q2 | $3.09M | Buy |
27,494
+3,991
| +17% | +$448K | 0.07% | 251 |
|
|
2024
Q1 | $2.57M | Buy |
23,503
+12,051
| +105% | +$1.32M | 0.06% | 284 |
|
|
2023
Q4 | $1.15M | Buy |
11,452
+203
| +2% | +$20.4K | 0.03% | 427 |
|
|
2023
Q3 | $1.01M | Buy |
+11,249
| New | +$1.01M | 0.04% | 431 |
|