Private Wealth Management 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 | $268K | Buy |
2,112
+20
| +1% | +$2.54K | 0.09% | 69 |
|
|
2025
Q1 | $240K | Sell |
2,092
-35
| -2% | -$4.02K | 0.09% | 72 |
|
|
2024
Q4 | $259K | Sell |
2,127
-30
| -1% | -$3.65K | 0.1% | 70 |
|
|
2024
Q3 | $260K | Sell |
2,157
-54
| -2% | -$6.5K | 0.1% | 65 |
|
|
2024
Q2 | $248K | Hold |
2,211
| – | – | 0.11% | 66 |
|
|
2024
Q1 | $241K | Sell |
2,211
-49
| -2% | -$5.35K | 0.11% | 60 |
|
|
2023
Q4 | $227K | Buy |
+2,260
| New | +$227K | 0.11% | 58 |
|