Meridian Financial’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 | $598K | Sell |
4,718
-200
| -4% | -$25.4K | 0.39% | 52 |
|
|
2025
Q1 | $565K | Sell |
4,918
-100
| -2% | -$11.5K | 0.4% | 51 |
|
|
2024
Q4 | $610K | Sell |
5,018
-450
| -8% | -$54.7K | 0.42% | 48 |
|
|
2024
Q3 | $658K | Hold |
5,468
| – | – | 0.44% | 47 |
|
|
2024
Q2 | $614K | Sell |
5,468
-200
| -4% | -$22.5K | 0.45% | 46 |
|
|
2024
Q1 | $619K | Sell |
5,668
-450
| -7% | -$49.1K | 0.46% | 46 |
|
|
2023
Q4 | $615K | Buy |
6,118
+50
| +0.8% | +$5.03K | 0.48% | 43 |
|
|
2023
Q3 | $546K | Sell |
6,068
-200
| -3% | -$18K | 0.51% | 40 |
|
|
2023
Q2 | $587K | Sell |
6,268
-100
| -2% | -$9.36K | 0.53% | 39 |
|
|
2023
Q1 | $559K | Sell |
6,368
-800
| -11% | -$70.2K | 0.54% | 38 |
|
|
2022
Q4 | $590K | Sell |
7,168
-600
| -8% | -$49.4K | 0.62% | 37 |
|
|
2022
Q3 | $590K | Sell |
7,768
-600
| -7% | -$45.5K | 0.69% | 34 |
|
|
2022
Q2 | $675K | Sell |
8,368
-175
| -2% | -$14.1K | 0.76% | 28 |
|
|
2022
Q1 | $827K | Hold |
8,543
| – | – | 0.86% | 27 |
|
|
2021
Q4 | $908K | Buy |
+8,543
| New | +$908K | 0.85% | 30 |
|