Rollins Financial 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 | $756K | Sell |
5,968
-100
| -2% | -$12.7K | 0.12% | 68 |
|
|
2025
Q1 | $697K | Sell |
6,068
-883
| -13% | -$101K | 0.12% | 67 |
|
|
2024
Q4 | $845K | Sell |
6,951
-166
| -2% | -$20.2K | 0.13% | 62 |
|
|
2024
Q3 | $857K | Hold |
7,117
| – | – | 0.14% | 58 |
|
|
2024
Q2 | $800K | Sell |
7,117
-726
| -9% | -$81.6K | 0.14% | 62 |
|
|
2024
Q1 | $856K | Sell |
7,843
-1,781
| -19% | -$194K | 0.16% | 60 |
|
|
2023
Q4 | $967K | Buy |
+9,624
| New | +$967K | 0.2% | 47 |
|