Resonant Capital 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 | $1.54M | Hold |
12,125
| – | – | 0.1% | 128 |
|
|
2025
Q1 | $1.39M | Sell |
12,125
-91
| -0.7% | -$10.5K | 0.1% | 130 |
|
|
2024
Q4 | $1.49M | Sell |
12,216
-248
| -2% | -$30.2K | 0.11% | 123 |
|
|
2024
Q3 | $1.5M | Hold |
12,464
| – | – | 0.11% | 125 |
|
|
2024
Q2 | $1.4M | Sell |
12,464
-212
| -2% | -$23.8K | 0.11% | 124 |
|
|
2024
Q1 | $1.38M | Buy |
12,676
+147
| +1% | +$16K | 0.12% | 127 |
|
|
2023
Q4 | $1.26M | Sell |
12,529
-79
| -0.6% | -$7.94K | 0.12% | 127 |
|
|
2023
Q3 | $1.14M | Hold |
12,608
| – | – | 0.12% | 118 |
|
|
2023
Q2 | $1.18M | Hold |
12,608
| – | – | 0.13% | 115 |
|
|
2023
Q1 | $1.11M | Sell |
12,608
-85
| -0.7% | -$7.46K | 0.13% | 116 |
|
|
2022
Q4 | $1.04M | Hold |
12,693
| – | – | 0.13% | 115 |
|
|
2022
Q3 | $964K | Hold |
12,693
| – | – | 0.15% | 110 |
|
|
2022
Q2 | $1.02M | Hold |
12,693
| – | – | 0.16% | 103 |
|
|
2022
Q1 | $1.23M | Hold |
12,693
| – | – | 0.18% | 96 |
|
|
2021
Q4 | $1.35M | Hold |
12,693
| – | – | 0.2% | 87 |
|
|
2021
Q3 | $1.22M | Hold |
12,693
| – | – | 0.21% | 86 |
|
|
2021
Q2 | $1.21M | Buy |
12,693
+1,268
| +11% | +$121K | 0.23% | 81 |
|
|
2021
Q1 | $1M | Buy |
11,425
+2,330
| +26% | +$205K | 0.21% | 83 |
|
|
2020
Q4 | $749K | Buy |
+9,095
| New | +$749K | 0.18% | 90 |
|