Pinnacle Wealth Management Advisory Group’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 | $499K | Buy |
3,937
+10
| +0.3% | +$1.27K | 0.04% | 221 |
|
|
2025
Q1 | $451K | Buy |
3,927
+977
| +33% | +$112K | 0.04% | 222 |
|
|
2024
Q4 | $359K | Buy |
2,950
+203
| +7% | +$24.7K | 0.03% | 256 |
|
|
2024
Q3 | $331K | Hold |
2,747
| – | – | 0.03% | 261 |
|
|
2024
Q2 | $309K | Buy |
2,747
+167
| +6% | +$18.8K | 0.03% | 263 |
|
|
2024
Q1 | $282K | Hold |
2,580
| – | – | 0.03% | 274 |
|
|
2023
Q4 | $259K | Buy |
2,580
+160
| +7% | +$16.1K | 0.03% | 276 |
|
|
2023
Q3 | $218K | Buy |
2,420
+5
| +0.2% | +$450 | 0.03% | 286 |
|
|
2023
Q2 | $226K | Sell |
2,415
-200
| -8% | -$18.7K | 0.03% | 291 |
|
|
2023
Q1 | $230K | Hold |
2,615
| – | – | 0.03% | 275 |
|
|
2022
Q4 | $215K | Buy |
+2,615
| New | +$215K | 0.03% | 270 |
|
|
2022
Q3 | – | Sell |
-3,765
| Closed | -$304K | – | 297 |
|
|
2022
Q2 | $304K | Buy |
3,765
+45
| +1% | +$3.63K | 0.05% | 222 |
|
|
2022
Q1 | $360K | Buy |
+3,720
| New | +$360K | 0.05% | 211 |
|