McClarren Financial Advisors’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 | $904K | Buy |
7,130
+2,662
| +60% | +$337K | 0.59% | 35 |
|
|
2025
Q1 | $817K | Buy |
4,468
+125
| +3% | +$22.9K | 0.54% | 33 |
|
|
2024
Q4 | $528K | Sell |
4,343
-107
| -2% | -$13K | 1.48% | 12 |
|
|
2024
Q3 | $12.3K | Buy |
4,450
+4,226
| +1,887% | +$11.7K | 1.55% | 16 |
|
|
2024
Q2 | $795K | Sell |
224
-6,866
| -97% | -$24.4M | 0.56% | 32 |
|
|
2024
Q1 | $775K | Buy |
7,090
+21
| +0.3% | +$2.3K | 0.56% | 33 |
|
|
2023
Q4 | $710K | Buy |
7,069
+58
| +0.8% | +$5.83K | 0.54% | 31 |
|
|
2023
Q3 | $630K | Sell |
7,011
-1
| -0% | -$90 | 0.55% | 29 |
|
|
2023
Q2 | $656K | Buy |
7,012
+19
| +0.3% | +$1.78K | 0.54% | 30 |
|
|
2023
Q1 | $613K | Buy |
6,993
+26
| +0.4% | +$2.28K | 0.56% | 31 |
|
|
2022
Q4 | $573K | Buy |
6,967
+31
| +0.4% | +$2.55K | 0.54% | 32 |
|
|
2022
Q3 | $526K | Buy |
6,936
+34
| +0.5% | +$2.58K | 0.52% | 29 |
|
|
2022
Q2 | $556K | Buy |
6,902
+18
| +0.3% | +$1.45K | 1.78% | 17 |
|
|
2022
Q1 | $665K | Buy |
6,884
+20
| +0.3% | +$1.93K | 0.48% | 30 |
|
|
2021
Q4 | $730K | Buy |
6,864
+20
| +0.3% | +$2.13K | 0.5% | 31 |
|
|
2021
Q3 | $656K | Buy |
6,844
+22
| +0.3% | +$2.11K | 0.51% | 26 |
|
|
2021
Q2 | $651K | Buy |
6,822
+13
| +0.2% | +$1.24K | 0.53% | 27 |
|
|
2021
Q1 | $598K | Buy |
6,809
+21
| +0.3% | +$1.84K | 0.53% | 27 |
|
|
2020
Q4 | $558K | Buy |
+6,788
| New | +$558K | 0.54% | 27 |
|