Mitchell Sinkler & Starr’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
Q1 | – | Sell |
-80
| Closed | -$9.73K | – | 173 |
|
|
2024
Q4 | $9.73K | Hold |
80
| – | – | ﹤0.01% | 188 |
|
|
2024
Q3 | $9.63K | Hold |
80
| – | – | ﹤0.01% | 187 |
|
|
2024
Q2 | $9.17K | Hold |
80
| – | – | ﹤0.01% | 182 |
|
|
2024
Q1 | $8.73K | Sell |
80
-1,600
| -95% | -$175K | ﹤0.01% | 182 |
|
|
2023
Q4 | $169K | Buy |
+1,680
| New | +$169K | 0.03% | 176 |
|