Money Design’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 | $16.9M | Buy |
133,471
+542
| +0.4% | +$68.7K | 0.79% | 24 |
|
|
2025
Q1 | $15.3M | Buy |
132,929
+56,010
| +73% | +$6.43M | 0.76% | 29 |
|
|
2024
Q4 | $9.38M | Sell |
76,919
-2,822
| -4% | -$344K | 0.48% | 39 |
|
|
2024
Q3 | $9.6M | Sell |
79,741
-3,689
| -4% | -$444K | 0.48% | 38 |
|
|
2024
Q2 | $9.38M | Sell |
83,430
-9,590
| -10% | -$1.08M | 0.51% | 36 |
|
|
2024
Q1 | $10.2M | Sell |
93,020
-7,676
| -8% | -$838K | 0.55% | 36 |
|
|
2023
Q4 | $10.1M | Buy |
100,696
+16,584
| +20% | +$1.67M | 0.57% | 37 |
|
|
2023
Q3 | $7.57M | Sell |
84,112
-144,713
| -63% | -$13M | 0.46% | 47 |
|
|
2023
Q2 | $21.4M | Sell |
228,825
-104,950
| -31% | -$9.83M | 1.27% | 24 |
|
|
2023
Q1 | $29.3M | Sell |
333,775
-21,218
| -6% | -$1.86M | 1.73% | 20 |
|
|
2022
Q4 | $29.2M | Buy |
354,993
+3,120
| +0.9% | +$257K | 1.83% | 17 |
|
|
2022
Q3 | $26.7M | Buy |
351,873
+8,422
| +2% | +$639K | 1.89% | 18 |
|
|
2022
Q2 | $27.7M | Buy |
343,451
+44,887
| +15% | +$3.62M | 2.07% | 14 |
|
|
2022
Q1 | $28.9M | Sell |
298,564
-38,639
| -11% | -$3.74M | 1.96% | 14 |
|
|
2021
Q4 | $35.9M | Buy |
337,203
+173,062
| +105% | +$18.4M | 2.43% | 14 |
|
|
2021
Q3 | $15.7M | Buy |
164,141
+17,840
| +12% | +$1.71M | 1.3% | 31 |
|
|
2021
Q2 | $14M | Buy |
146,301
+4,157
| +3% | +$397K | 1.44% | 27 |
|
|
2021
Q1 | $12.5M | Buy |
142,144
+20,565
| +17% | +$1.81M | 1.45% | 24 |
|
|
2020
Q4 | $9.96M | Buy |
+121,579
| New | +$9.96M | 1.14% | 31 |
|