OneDigital Investment 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 | $3.01M | Sell |
23,768
-7,631
| -24% | -$967K | 0.03% | 328 |
|
|
2025
Q1 | $3.61M | Buy |
31,399
+3,182
| +11% | +$366K | 0.04% | 285 |
|
|
2024
Q4 | $3.43M | Buy |
28,217
+710
| +3% | +$86.3K | 0.04% | 308 |
|
|
2024
Q3 | $3.31M | Buy |
27,507
+11,599
| +73% | +$1.4M | 0.04% | 320 |
|
|
2024
Q2 | $1.79M | Buy |
15,908
+2,202
| +16% | +$247K | 0.02% | 450 |
|
|
2024
Q1 | $1.5M | Buy |
13,706
+268
| +2% | +$29.3K | 0.02% | 399 |
|
|
2023
Q4 | $1.35M | Buy |
13,438
+2,102
| +19% | +$211K | 0.02% | 393 |
|
|
2023
Q3 | $1.02M | Buy |
11,336
+3,268
| +41% | +$294K | 0.02% | 417 |
|
|
2023
Q2 | $755K | Buy |
8,068
+936
| +13% | +$87.6K | 0.02% | 490 |
|
|
2023
Q1 | $626K | Buy |
7,132
+3,619
| +103% | +$318K | 0.01% | 536 |
|
|
2022
Q4 | $289K | Buy |
+3,513
| New | +$289K | 0.01% | 681 |
|