M Financial Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-344
| Closed | -$30K | – | 13 |
|
|
2023
Q1 | $30K | Hold |
344
| – | – | 0.11% | 10 |
|
|
2022
Q4 | $30K | Hold |
344
| – | – | 0.11% | 10 |
|
|
2022
Q3 | $26K | Hold |
344
| – | – | 0.11% | 10 |
|
|
2022
Q2 | $28K | Hold |
344
| – | – | 0.12% | 10 |
|
|
2022
Q1 | $33K | Hold |
344
| – | – | 0.14% | 9 |
|
|
2021
Q4 | $37K | Hold |
344
| – | – | 0.16% | 10 |
|
|
2021
Q3 | $33K | Hold |
344
| – | – | 0.16% | 10 |
|
|
2021
Q2 | $33K | Buy |
+344
| New | +$33K | 0.2% | 10 |
|