Moneta Group Investment Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Moneta Group Investment Advisors’s Portfolio SUSA Stock Details SUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$948K	Sell	7,482 -1,767	-19%	-$224K	0.01%	317
2025 Q1	$1.06M	Buy	9,249 +682	+8%	+$78.3K	0.01%	283
2024 Q4	$1.04M	Buy	8,567 +556	+7%	+$67.6K	0.01%	280
2024 Q3	$964K	Sell	8,011 -428	-5%	-$51.5K	0.01%	284
2024 Q2	$948K	Buy	8,439 +4	+0%	+$450	0.02%	277
2024 Q1	$921K	Sell	8,435 -1,262	-13%	-$138K	0.02%	278
2023 Q4	$975K	Buy	9,697 +16	+0.2%	+$1.61K	0.02%	243
2023 Q3	$871K	Buy	9,681 +1,030	+12%	+$92.7K	0.02%	236
2023 Q2	$810K	Sell	8,651 -60	-0.7%	-$5.62K	0.02%	249
2023 Q1	$765K	Buy	8,711 +238	+3%	+$20.9K	0.02%	252
2022 Q4	$743K	Sell	8,473 -551	-6%	-$48.3K	0.02%	241
2022 Q3	$685K	Sell	9,024 -1,783	-16%	-$135K	0.03%	230
2022 Q2	$872K	Buy	10,807 +1,038	+11%	+$83.8K	0.03%	223
2022 Q1	$946K	Buy	9,769 +1,007	+11%	+$97.5K	0.04%	211
2021 Q4	$931K	Buy	8,762 +289	+3%	+$30.7K	0.04%	217
2021 Q3	$813K	Buy	8,473 +1,356	+19%	+$130K	0.04%	218
2021 Q2	$680K	Buy	7,117 +661	+10%	+$63.2K	0.03%	240
2021 Q1	$567K	Buy	6,456 +141	+2%	+$12.4K	0.03%	242
2020 Q4	$520K	Buy	6,315 +5	+0.1%	+$412	0.04%	191
2020 Q3	$464K	Buy	6,310 +972	+18%	+$71.5K	0.04%	174
2020 Q2	$357K	Buy	5,338 +764	+17%	+$51.1K	0.03%	196
2020 Q1	$251K	Buy	4,574 +172	+4%	+$9.44K	0.03%	209
2019 Q4	$295K	Buy	4,402 +2	+0%	+$134	0.02%	206
2019 Q3	$272K	Buy	4,400 +2	+0%	+$124	0.03%	215
2019 Q2	$268K	Hold	4,398	–	–	0.03%	196
2019 Q1	$260K	Sell	4,398 -4	-0.1%	-$236	0.03%	184
2018 Q4	$227K	Buy	4,402 +2	+0%	+$103	0.03%	190
2018 Q3	$263K	Hold	4,400	–	–	0.03%	190
2018 Q2	$248K	Hold	4,400	–	–	0.03%	228
2018 Q1	$244K	Buy	4,400 +2,620	+147%	+$145K	0.03%	181
2017 Q4	$99K	Buy	+1,780	New	+$99K	0.02%	240
2015 Q4	–	Sell	-800	Closed	-$32K	–	379
2015 Q3	$32K	Buy	+800	New	+$32K	0.01%	274