Moisand Fitzgerald Tamayo’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 | $3.17K | Hold |
25
| – | – | ﹤0.01% | 458 |
|
|
2025
Q1 | $2.87K | Hold |
25
| – | – | ﹤0.01% | 462 |
|
|
2024
Q4 | $3.04K | Hold |
25
| – | – | ﹤0.01% | 471 |
|
|
2024
Q3 | $3.01K | Hold |
25
| – | – | ﹤0.01% | 486 |
|
|
2024
Q2 | $2.81K | Hold |
25
| – | – | ﹤0.01% | 464 |
|
|
2024
Q1 | $2.73K | Hold |
25
| – | – | ﹤0.01% | 460 |
|
|
2023
Q4 | $2.51K | Hold |
25
| – | – | ﹤0.01% | 511 |
|
|
2023
Q3 | $2.25K | Buy |
+25
| New | +$2.25K | ﹤0.01% | 539 |
|