One Wealth 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 | $2.17M | Sell |
17,086
-293
| -2% | -$37.1K | 0.3% | 65 |
|
|
2025
Q1 | $2M | Buy |
17,379
+6
| +0% | +$689 | 0.3% | 61 |
|
|
2024
Q4 | $2.11M | Sell |
17,373
-23
| -0.1% | -$2.8K | 0.31% | 55 |
|
|
2024
Q3 | $2.09M | Sell |
17,396
-415
| -2% | -$50K | 0.32% | 48 |
|
|
2024
Q2 | $1.99M | Buy |
17,811
+143
| +0.8% | +$16K | 0.43% | 37 |
|
|
2024
Q1 | $1.93M | Sell |
17,668
-67
| -0.4% | -$7.31K | 0.34% | 49 |
|
|
2023
Q4 | $1.78M | Sell |
17,735
-637
| -3% | -$64K | 0.34% | 48 |
|
|
2023
Q3 | $1.65M | Buy |
18,372
+889
| +5% | +$80K | 0.37% | 51 |
|
|
2023
Q2 | $1.64M | Sell |
17,483
-106
| -0.6% | -$9.93K | 0.34% | 47 |
|
|
2023
Q1 | $1.54M | Sell |
17,589
-364
| -2% | -$31.9K | 0.36% | 48 |
|
|
2022
Q4 | $1.48M | Sell |
17,953
-374
| -2% | -$30.8K | 0.34% | 50 |
|
|
2022
Q3 | $1.39M | Buy |
18,327
+1,121
| +7% | +$85.1K | 0.46% | 38 |
|
|
2022
Q2 | $1.39M | Buy |
+17,206
| New | +$1.39M | 0.37% | 50 |
|