PCFFS
Pacific Center for Financial Services’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Buy |
4,254
+2
| +0% | +$254 | 0.15% | 52 |
|
|
2025
Q1 | $488K | Sell |
4,252
-67
| -2% | -$7.7K | 0.13% | 51 |
|
|
2024
Q4 | $525K | Buy |
4,319
+3
| +0.1% | +$365 | 0.14% | 45 |
|
|
2024
Q3 | $519K | Buy |
4,316
+5
| +0.1% | +$602 | 0.14% | 46 |
|
|
2024
Q2 | $484K | Buy |
4,311
+3
| +0.1% | +$337 | 0.14% | 48 |
|
|
2024
Q1 | $470K | Buy |
4,308
+3
| +0.1% | +$328 | 0.13% | 48 |
|
|
2023
Q4 | $433K | Buy |
4,305
+10
| +0.2% | +$1.01K | 0.14% | 46 |
|
|
2023
Q3 | $386K | Hold |
4,295
| – | – | 0.13% | 48 |
|
|
2023
Q2 | $402K | Buy |
4,295
+3
| +0.1% | +$281 | 0.13% | 51 |
|
|
2023
Q1 | $377K | Buy |
+4,292
| New | +$377K | 0.13% | 56 |
|
|
2022
Q3 | $325K | Hold |
4,276
| – | – | 0.13% | 57 |
|
|
2022
Q2 | $345K | Buy |
4,276
+3
| +0.1% | +$242 | 0.14% | 55 |
|
|
2022
Q1 | $414K | Buy |
4,273
+4
| +0.1% | +$388 | 0.15% | 51 |
|
|
2021
Q4 | $454K | Buy |
4,269
+7
| +0.2% | +$744 | 0.18% | 44 |
|
|
2021
Q3 | $409K | Hold |
4,262
| – | – | 0.18% | 47 |
|
|
2021
Q2 | $407K | Buy |
4,262
+5
| +0.1% | +$477 | 0.18% | 46 |
|
|
2021
Q1 | $374K | Sell |
4,257
-144
| -3% | -$12.7K | 0.18% | 46 |
|
|
2020
Q4 | $362K | Buy |
4,401
+2,202
| +100% | +$181K | 0.13% | 46 |
|
|
2020
Q3 | $323K | Buy |
2,199
+2
| +0.1% | +$294 | 0.13% | 42 |
|
|
2020
Q2 | $294K | Buy |
2,197
+5
| +0.2% | +$669 | 0.14% | 44 |
|
|
2020
Q1 | $241K | Hold |
2,192
| – | – | 0.15% | 39 |
|
|
2019
Q4 | $294K | Buy |
2,192
+6
| +0.3% | +$805 | 0.13% | 42 |
|
|
2019
Q3 | $270K | Hold |
2,186
| – | – | 0.13% | 41 |
|
|
2019
Q2 | $266K | Buy |
2,186
+2
| +0.1% | +$243 | 0.14% | 40 |
|
|
2019
Q1 | $258K | Buy |
2,184
+2
| +0.1% | +$236 | 0.14% | 38 |
|
|
2018
Q4 | $225K | Buy |
2,182
+5
| +0.2% | +$516 | 0.12% | 40 |
|
|
2018
Q3 | $260K | Buy |
2,177
+3
| +0.1% | +$358 | 0.13% | 41 |
|
|
2018
Q2 | $245K | Buy |
2,174
+654
| +43% | +$73.7K | 0.14% | 40 |
|
|
2018
Q1 | $169K | Buy |
1,520
+258
| +20% | +$28.7K | 0.1% | 58 |
|
|
2017
Q4 | $140K | Buy |
1,262
+371
| +42% | +$41.2K | 0.09% | 64 |
|
|
2017
Q3 | $93K | Hold |
891
| – | – | 0.06% | 76 |
|
|
2017
Q2 | $91K | Sell |
891
-549
| -38% | -$56.1K | 0.06% | 75 |
|
|
2017
Q1 | $141K | Sell |
1,440
-742
| -34% | -$72.7K | 0.1% | 62 |
|
|
2016
Q4 | $201K | Buy |
+2,182
| New | +$201K | 0.15% | 49 |
|