Mutual Advisors’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 | $1.11M | Buy |
8,514
+119
| +1% | +$15.5K | 0.03% | 466 |
|
|
2025
Q1 | $954K | Sell |
8,395
-127
| -1% | -$14.4K | 0.03% | 458 |
|
|
2024
Q4 | $1.05M | Sell |
8,522
-38
| -0.4% | -$4.69K | 0.03% | 465 |
|
|
2024
Q3 | $1.03M | Sell |
8,560
-69
| -0.8% | -$8.3K | 0.03% | 478 |
|
|
2024
Q2 | $981K | Buy |
8,629
+8
| +0.1% | +$909 | 0.03% | 492 |
|
|
2024
Q1 | $941K | Sell |
8,621
-119
| -1% | -$13K | 0.03% | 490 |
|
|
2023
Q4 | $878K | Sell |
8,740
-316
| -3% | -$31.8K | 0.03% | 491 |
|
|
2023
Q3 | $815K | Sell |
9,056
-84
| -0.9% | -$7.56K | 0.03% | 478 |
|
|
2023
Q2 | $856K | Sell |
9,140
-254
| -3% | -$23.8K | 0.03% | 478 |
|
|
2023
Q1 | $824K | Sell |
9,394
-1,480
| -14% | -$130K | 0.03% | 477 |
|
|
2022
Q4 | $895K | Sell |
10,874
-882
| -8% | -$72.6K | 0.04% | 436 |
|
|
2022
Q3 | $892K | Buy |
11,756
+1,345
| +13% | +$102K | 0.05% | 398 |
|
|
2022
Q2 | $840K | Sell |
10,411
-456
| -4% | -$36.8K | 0.06% | 387 |
|
|
2022
Q1 | $1.05M | Sell |
10,867
-59,753
| -85% | -$5.78M | 0.06% | 359 |
|
|
2021
Q4 | $7.5M | Buy |
70,620
+51,801
| +275% | +$5.5M | 0.4% | 48 |
|
|
2021
Q3 | $1.81M | Buy |
18,819
+1,388
| +8% | +$133K | 0.11% | 235 |
|
|
2021
Q2 | $1.67M | Buy |
17,431
+81
| +0.5% | +$7.74K | 0.1% | 253 |
|
|
2021
Q1 | $1.52M | Buy |
17,350
+318
| +2% | +$27.9K | 0.1% | 242 |
|
|
2020
Q4 | $1.4M | Buy |
17,032
+2,208
| +15% | +$182K | 0.1% | 236 |
|
|
2020
Q3 | $1.09M | Sell |
14,824
-844
| -5% | -$62.1K | 0.09% | 228 |
|
|
2020
Q2 | $1.05M | Buy |
+15,668
| New | +$1.05M | 0.1% | 214 |
|