Money Concepts Capital’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
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|
2025
Q1 | $202K | Sell |
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|
2024
Q4 | $227K | Buy |
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|
2024
Q3 | $215K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $466K | Buy |
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|
2022
Q4 | $180K | Buy |
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|
2022
Q3 | $113K | Sell |
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|
2022
Q2 | $130K | Sell |
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|
2022
Q1 | $182K | Buy |
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|
2021
Q4 | $186K | Buy |
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|
2021
Q1 | $139K | Buy |
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|
2020
Q4 | $87K | Buy |
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