Morris Financial Concepts’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 | $704K | Buy |
5,555
+659
| +13% | +$83.5K | 0.28% | 52 |
|
|
2025
Q1 | $562K | Sell |
4,896
-248
| -5% | -$28.5K | 0.24% | 63 |
|
|
2024
Q4 | $625K | Buy |
5,144
+129
| +3% | +$15.7K | 0.27% | 55 |
|
|
2024
Q3 | $604K | Sell |
5,015
-362
| -7% | -$43.6K | 0.26% | 56 |
|
|
2024
Q2 | $604K | Buy |
5,377
+405
| +8% | +$45.5K | 0.29% | 49 |
|
|
2024
Q1 | $543K | Buy |
4,972
+1,058
| +27% | +$116K | 0.28% | 52 |
|
|
2023
Q4 | $393K | Buy |
3,914
+25
| +0.6% | +$2.51K | 0.22% | 59 |
|
|
2023
Q3 | $350K | Buy |
3,889
+333
| +9% | +$30K | 0.23% | 58 |
|
|
2023
Q2 | $333K | Buy |
3,556
+357
| +11% | +$33.4K | 0.22% | 64 |
|
|
2023
Q1 | $281K | Buy |
3,199
+1,093
| +52% | +$95.9K | 0.2% | 66 |
|
|
2022
Q4 | $173K | Sell |
2,106
-482
| -19% | -$39.7K | 0.14% | 80 |
|
|
2022
Q3 | $196K | Buy |
2,588
+2,313
| +841% | +$175K | 0.2% | 64 |
|
|
2022
Q2 | $22K | Buy |
275
+75
| +38% | +$6K | 0.02% | 94 |
|
|
2022
Q1 | $19K | Buy |
+200
| New | +$19K | 0.02% | 93 |
|