MGO One Seven’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 | $1.15M | Hold |
9,044
| – | – | 0.04% | 473 |
|
|
2025
Q1 | $1.04M | Hold |
9,044
| – | – | 0.04% | 434 |
|
|
2024
Q4 | $1.1M | Sell |
9,044
-456
| -5% | -$55.4K | 0.04% | 410 |
|
|
2024
Q3 | $1.14M | Sell |
9,500
-107
| -1% | -$12.9K | 0.05% | 369 |
|
|
2024
Q2 | $1.08M | Sell |
9,607
-100
| -1% | -$11.2K | 0.05% | 359 |
|
|
2024
Q1 | $1.06M | Sell |
9,707
-14
| -0.1% | -$1.53K | 0.06% | 335 |
|
|
2023
Q4 | $977K | Buy |
+9,721
| New | +$977K | 0.06% | 330 |
|
|
2023
Q2 | – | Sell |
-9,820
| Closed | -$862K | – | 896 |
|
|
2023
Q1 | $862K | Buy |
+9,820
| New | +$862K | 0.05% | 328 |
|