Money Concepts Capital’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 | $223K | Buy |
1,760
+1
| +0.1% | +$127 | 0.01% | 415 |
|
|
2025
Q1 | $202K | Sell |
1,759
-106
| -6% | -$12.2K | 0.02% | 406 |
|
|
2024
Q4 | $227K | Buy |
1,865
+76
| +4% | +$9.24K | 0.02% | 380 |
|
|
2024
Q3 | $215K | Buy |
+1,789
| New | +$215K | 0.02% | 386 |
|
|
2023
Q2 | – | Sell |
-12,287
| Closed | -$466K | – | 470 |
|
|
2023
Q1 | $466K | Buy |
12,287
+10,096
| +461% | +$383K | 0.03% | 297 |
|
|
2022
Q4 | $180K | Buy |
2,191
+703
| +47% | +$57.9K | 0.01% | 730 |
|
|
2022
Q3 | $113K | Sell |
1,488
-107
| -7% | -$8.13K | 0.01% | 553 |
|
|
2022
Q2 | $130K | Sell |
1,595
-285
| -15% | -$23.2K | 0.01% | 515 |
|
|
2022
Q1 | $182K | Buy |
1,880
+126
| +7% | +$12.2K | 0.01% | 775 |
|
|
2021
Q4 | $186K | Buy |
+1,754
| New | +$186K | 0.02% | 500 |
|
|
2021
Q1 | $139K | Buy |
1,588
+532
| +50% | +$46.6K | 0.01% | 492 |
|
|
2020
Q4 | $87K | Buy |
+1,056
| New | +$87K | 0.01% | 480 |
|