Larson Financial Group’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 | $43.8K | Hold |
345
| – | – | ﹤0.01% | 1112 |
|
|
2025
Q1 | $39.6K | Hold |
345
| – | – | ﹤0.01% | 1105 |
|
|
2024
Q4 | $42K | Sell |
345
-16
| -4% | -$1.95K | ﹤0.01% | 953 |
|
|
2024
Q3 | $43.4K | Sell |
361
-17
| -4% | -$2.05K | ﹤0.01% | 942 |
|
|
2024
Q2 | $42.5K | Hold |
378
| – | – | ﹤0.01% | 849 |
|
|
2024
Q1 | $41.2K | Hold |
378
| – | – | ﹤0.01% | 740 |
|
|
2023
Q4 | $37.9K | Buy |
378
+1
| +0.3% | +$100 | ﹤0.01% | 704 |
|
|
2023
Q3 | $33.9K | Hold |
377
| – | – | ﹤0.01% | 706 |
|
|
2023
Q2 | $35.3K | Buy |
377
+98
| +35% | +$9.18K | ﹤0.01% | 618 |
|
|
2023
Q1 | $24.5K | Buy |
279
+141
| +102% | +$12.4K | ﹤0.01% | 692 |
|
|
2022
Q4 | $11.4K | Buy |
+138
| New | +$11.4K | ﹤0.01% | 825 |
|