Resolute Financial’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
2022
Q4
$1.33M Sell
16,196
-6,542
-29% -$539K 1.13% 22
2022
Q3
$1.73M Sell
22,738
-1,220
-5% -$92.6K 1.64% 14
2022
Q2
$1.93M Sell
23,958
-2,909
-11% -$235K 1.68% 13
2022
Q1
$2.6M Buy
26,867
+328
+1% +$31.8K 2.12% 9
2021
Q4
$2.82M Buy
+26,539
New +$2.82M 2.11% 10