McAdam LLC’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 | $681K | Buy |
5,376
+317
| +6% | +$40.2K | 0.04% | 171 |
|
|
2025
Q1 | $581K | Buy |
5,059
+453
| +10% | +$52K | 0.04% | 174 |
|
|
2024
Q4 | $560K | Sell |
4,606
-199
| -4% | -$24.2K | 0.03% | 185 |
|
|
2024
Q3 | $578K | Buy |
4,805
+851
| +22% | +$102K | 0.03% | 181 |
|
|
2024
Q2 | $444K | Buy |
3,954
+188
| +5% | +$21.1K | 0.03% | 189 |
|
|
2024
Q1 | $411K | Buy |
3,766
+337
| +10% | +$36.8K | 0.03% | 189 |
|
|
2023
Q4 | $345K | Buy |
3,429
+591
| +21% | +$59.4K | 0.02% | 197 |
|
|
2023
Q3 | $255K | Buy |
2,838
+137
| +5% | +$12.3K | 0.02% | 223 |
|
|
2023
Q2 | $253K | Buy |
2,701
+133
| +5% | +$12.5K | 0.02% | 223 |
|
|
2023
Q1 | $225K | Buy |
+2,568
| New | +$225K | 0.02% | 231 |
|