Mather 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 | $635K | Sell |
5,011
-798
| -14% | -$101K | 0.01% | 343 |
|
|
2025
Q1 | $667K | Sell |
5,809
-48
| -0.8% | -$5.51K | 0.01% | 324 |
|
|
2024
Q4 | $712K | Sell |
5,857
-11
| -0.2% | -$1.34K | 0.01% | 281 |
|
|
2024
Q3 | $706K | Sell |
5,868
-759
| -11% | -$91.4K | 0.01% | 294 |
|
|
2024
Q2 | $723K | Buy |
6,627
+6,399
| +2,807% | +$699K | 0.01% | 332 |
|
|
2024
Q1 | $22.9K | Buy |
+228
| New | +$22.9K | ﹤0.01% | 1036 |
|
|
2023
Q3 | – | Sell |
-4,977
| Closed | -$466K | – | 618 |
|
|
2023
Q2 | $466K | Buy |
+4,977
| New | +$466K | 0.01% | 362 |
|