NBC Securities’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 | $51K | Hold |
410
| – | – | ﹤0.01% | 1328 |
|
|
2025
Q1 | $47K | Buy |
+410
| New | +$47K | ﹤0.01% | 1186 |
|
|
2024
Q4 | – | Sell |
-409
| Closed | -$49K | – | 1982 |
|
|
2024
Q3 | $49K | Sell |
409
-3
| -0.7% | -$359 | ﹤0.01% | 1187 |
|
|
2024
Q2 | $46K | Buy |
412
+12
| +3% | +$1.34K | ﹤0.01% | 1167 |
|
|
2024
Q1 | $43K | Buy |
400
+128
| +47% | +$13.8K | ﹤0.01% | 1180 |
|
|
2023
Q4 | $27K | Buy |
272
+50
| +23% | +$4.96K | ﹤0.01% | 1354 |
|
|
2023
Q3 | $19K | Buy |
+222
| New | +$19K | ﹤0.01% | 1475 |
|