Retirement Capital Strategies’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 | – | Sell |
-4,347
| Closed | -$500K | – | 78 |
|
|
2025
Q1 | $500K | Sell |
4,347
-13,844
| -76% | -$1.59M | 0.2% | 62 |
|
|
2024
Q4 | $2.21M | Sell |
18,191
-120
| -0.7% | -$14.6K | 0.84% | 29 |
|
|
2024
Q3 | $2.2M | Buy |
+18,311
| New | +$2.2M | 0.86% | 28 |
|
|
2020
Q4 | – | Sell |
-5,920
| Closed | -$428K | – | 74 |
|
|
2020
Q3 | $428K | Buy |
+5,920
| New | +$428K | 0.2% | 44 |
|