RIS
Retirement Income Solutions’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+1,607
| New | +$204K | 0.04% | 151 |
|
|
2024
Q2 | – | Sell |
-6,428
| Closed | -$702K | – | 157 |
|
|
2024
Q1 | $702K | Hold |
6,428
| – | – | 0.16% | 64 |
|
|
2023
Q4 | $646K | Hold |
6,428
| – | – | 0.16% | 61 |
|
|
2023
Q3 | $578K | Sell |
6,428
-335
| -5% | -$30.1K | 0.16% | 62 |
|
|
2023
Q2 | $633K | Buy |
6,763
+274
| +4% | +$25.7K | 0.17% | 65 |
|
|
2023
Q1 | $570K | Sell |
6,489
-932
| -13% | -$81.8K | 0.17% | 67 |
|
|
2022
Q4 | $611K | Buy |
7,421
+4,820
| +185% | +$397K | 0.19% | 58 |
|
|
2022
Q3 | $200K | Hold |
2,601
| – | – | 0.07% | 109 |
|
|
2022
Q2 | $210K | Sell |
2,601
-1,176
| -31% | -$94.9K | 0.07% | 107 |
|
|
2022
Q1 | $366K | Sell |
3,777
-3,202
| -46% | -$310K | 0.1% | 77 |
|
|
2021
Q4 | $742K | Buy |
+6,979
| New | +$742K | 0.2% | 45 |
|