Marks Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $618K | Hold |
4,878
| – | – | 0.06% | 213 |
|
|
2025
Q1 | $560K | Hold |
4,878
| – | – | 0.05% | 231 |
|
|
2024
Q4 | $593K | Hold |
4,878
| – | – | 0.06% | 203 |
|
|
2024
Q3 | $587K | Hold |
4,878
| – | – | 0.06% | 209 |
|
|
2024
Q2 | $548K | Hold |
4,878
| – | – | 0.06% | 214 |
|
|
2024
Q1 | $533K | Hold |
4,878
| – | – | 0.06% | 216 |
|
|
2023
Q4 | $490K | Hold |
4,878
| – | – | 0.06% | 216 |
|
|
2023
Q3 | $439K | Hold |
4,878
| – | – | 0.05% | 217 |
|
|
2023
Q2 | $457K | Sell |
4,878
-1,715
| -26% | -$161K | 0.05% | 214 |
|
|
2023
Q1 | $579K | Hold |
6,593
| – | – | 0.07% | 200 |
|
|
2022
Q4 | $543K | Hold |
6,593
| – | – | 0.07% | 202 |
|
|
2022
Q3 | $500K | Hold |
6,593
| – | – | 0.08% | 201 |
|
|
2022
Q2 | $532K | Hold |
6,593
| – | – | 0.08% | 206 |
|
|
2022
Q1 | $638K | Hold |
6,593
| – | – | 0.08% | 206 |
|
|
2021
Q4 | $701K | Buy |
+6,593
| New | +$701K | 0.09% | 205 |
|