Miracle Mile 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 | $3.81M | Buy |
30,054
+8,075
| +37% | +$1.02M | 0.06% | 185 |
|
2025
Q1 | $2.52M | Sell |
21,979
-548
| -2% | -$62.9K | 0.05% | 194 |
|
2024
Q4 | $2.74M | Sell |
22,527
-1,377
| -6% | -$167K | 0.06% | 184 |
|
2024
Q3 | $2.88M | Buy |
23,904
+915
| +4% | +$110K | 0.07% | 153 |
|
2024
Q2 | $2.58M | Buy |
22,989
+145
| +0.6% | +$16.3K | 0.06% | 163 |
|
2024
Q1 | $2.49M | Sell |
22,844
-753
| -3% | -$82.2K | 0.06% | 164 |
|
2023
Q4 | $2.37M | Sell |
23,597
-3,188
| -12% | -$320K | 0.07% | 159 |
|
2023
Q3 | $2.41M | Sell |
26,785
-159
| -0.6% | -$14.3K | 0.07% | 158 |
|
2023
Q2 | $2.52M | Buy |
26,944
+2,430
| +10% | +$228K | 0.08% | 158 |
|
2023
Q1 | $2.15M | Sell |
24,514
-94
| -0.4% | -$8.25K | 0.07% | 185 |
|
2022
Q4 | $2.03M | Sell |
24,608
-1,632
| -6% | -$134K | 0.07% | 195 |
|
2022
Q3 | $1.99M | Buy |
26,240
+2,092
| +9% | +$159K | 0.09% | 149 |
|
2022
Q2 | $1.95M | Buy |
24,148
+2,595
| +12% | +$209K | 0.09% | 152 |
|
2022
Q1 | $2.09M | Buy |
21,553
+186
| +0.9% | +$18K | 0.09% | 156 |
|
2021
Q4 | $2.27M | Buy |
21,367
+1,484
| +7% | +$158K | 0.09% | 173 |
|
2021
Q3 | $1.91M | Buy |
19,883
+666
| +3% | +$63.9K | 0.09% | 179 |
|
2021
Q2 | $1.84M | Buy |
19,217
+6,680
| +53% | +$638K | 0.1% | 163 |
|
2021
Q1 | $1.1M | Buy |
12,537
+3,013
| +32% | +$265K | 0.06% | 196 |
|
2020
Q4 | $784K | Buy |
9,524
+2,374
| +33% | +$195K | 0.05% | 222 |
|
2020
Q3 | $526K | Buy |
7,150
+1,364
| +24% | +$100K | 0.04% | 243 |
|
2020
Q2 | $387K | Sell |
5,786
-982
| -15% | -$65.7K | 0.03% | 243 |
|
2020
Q1 | $371K | Sell |
6,768
-1,520
| -18% | -$83.3K | 0.04% | 201 |
|
2019
Q4 | $555K | Buy |
8,288
+4,668
| +129% | +$313K | 0.04% | 189 |
|
2019
Q3 | $224K | Buy |
3,620
+240
| +7% | +$14.9K | 0.02% | 259 |
|
2019
Q2 | $206K | Buy |
+3,380
| New | +$206K | 0.02% | 247 |
|