MSA
Marino Stram & Associates’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
9,426
+20
| +0.2% | +$2.54K | 0.24% | 70 |
|
|
2025
Q1 | $1.08M | Buy |
9,406
+6
| +0.1% | +$689 | 0.24% | 70 |
|
|
2024
Q4 | $1.14M | Buy |
9,400
+28
| +0.3% | +$3.4K | 0.25% | 65 |
|
|
2024
Q3 | $1.13M | Buy |
9,372
+33
| +0.4% | +$3.97K | 0.25% | 67 |
|
|
2024
Q2 | $1.05M | Buy |
9,339
+21
| +0.2% | +$2.36K | 0.26% | 64 |
|
|
2024
Q1 | $1.02M | Buy |
9,318
+11
| +0.1% | +$1.2K | 0.24% | 68 |
|
|
2023
Q4 | $935K | Buy |
9,307
+71
| +0.8% | +$7.14K | 0.24% | 65 |
|
|
2023
Q3 | $831K | Buy |
9,236
+500
| +6% | +$45K | 0.24% | 64 |
|
|
2023
Q2 | $818K | Buy |
8,736
+22
| +0.3% | +$2.06K | 0.23% | 67 |
|
|
2023
Q1 | $765K | Buy |
8,714
+714
| +9% | +$62.7K | 0.23% | 71 |
|
|
2022
Q4 | $659K | Buy |
+8,000
| New | +$659K | 0.21% | 78 |
|
|
2019
Q2 | – | Sell |
-218
| Closed | -$26K | – | 493 |
|
|
2019
Q1 | $26K | Hold |
218
| – | – | 0.02% | 218 |
|
|
2018
Q4 | $22K | Hold |
218
| – | – | 0.02% | 205 |
|
|
2018
Q3 | $26K | Hold |
218
| – | – | 0.02% | 221 |
|
|
2018
Q2 | $25K | Hold |
218
| – | – | 0.02% | 221 |
|
|
2018
Q1 | $24K | Sell |
218
-12
| -5% | -$1.32K | 0.02% | 230 |
|
|
2017
Q4 | $26K | Buy |
+230
| New | +$26K | 0.02% | 231 |
|