Milestone Investment 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 | $1.58M | Sell |
12,445
-1,916
| -13% | -$243K | 0.41% | 43 |
|
|
2025
Q1 | $1.65M | Sell |
14,361
-575
| -4% | -$66.1K | 0.46% | 42 |
|
|
2024
Q4 | $1.82M | Sell |
14,936
-71
| -0.5% | -$8.63K | 0.49% | 41 |
|
|
2024
Q3 | $1.81M | Sell |
15,007
-338
| -2% | -$40.7K | 0.51% | 40 |
|
|
2024
Q2 | $1.72M | Sell |
15,345
-808
| -5% | -$90.8K | 0.46% | 40 |
|
|
2024
Q1 | $1.76M | Sell |
16,153
-647
| -4% | -$70.6K | 0.48% | 41 |
|
|
2023
Q4 | $1.69M | Sell |
16,800
-1,426
| -8% | -$143K | 0.49% | 37 |
|
|
2023
Q3 | $1.64M | Sell |
18,226
-1,394
| -7% | -$125K | 0.47% | 40 |
|
|
2023
Q2 | $1.84M | Sell |
19,620
-445
| -2% | -$41.7K | 0.57% | 35 |
|
|
2023
Q1 | $1.76M | Sell |
20,065
-1,478
| -7% | -$130K | 0.54% | 34 |
|
|
2022
Q4 | $1.77M | Buy |
+21,543
| New | +$1.77M | 0.62% | 32 |
|