Running Point Capital Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $67.1K | Hold |
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2025
Q2 | $62.7K | Hold |
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2025
Q1 | $56.9K | Hold |
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|
2024
Q4 | $60.2K | Hold |
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|
2024
Q3 | $59.6K | Hold |
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|
2024
Q2 | $55.6K | Hold |
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|
2024
Q1 | $54K | Hold |
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|
2023
Q4 | $49.8K | Hold |
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|
2023
Q3 | $44.5K | Hold |
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|
2023
Q2 | $46.4K | Hold |
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|
2023
Q1 | $43.4K | Hold |
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|
2022
Q4 | $40.7K | Buy |
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