Panoramic 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 | $263K | Sell |
2,077
-257
| -11% | -$32.6K | 0.16% | 100 |
|
|
2025
Q1 | $268K | Sell |
2,334
-16
| -0.7% | -$1.84K | 0.18% | 95 |
|
|
2024
Q4 | $286K | Sell |
2,350
-1
| -0% | -$122 | 0.19% | 93 |
|
|
2024
Q3 | $283K | Buy |
+2,351
| New | +$283K | 0.2% | 92 |
|
|
2024
Q1 | $326K | Buy |
2,990
+37
| +1% | +$4.04K | 0.24% | 81 |
|
|
2023
Q4 | $297K | Hold |
2,953
| – | – | 0.26% | 79 |
|
|
2023
Q3 | $266K | Buy |
+2,953
| New | +$266K | 0.24% | 82 |
|
|
2022
Q4 | $353K | Buy |
+4,291
| New | +$353K | 0.36% | 61 |
|