Running Point 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 | $62.7K | Hold |
495
| – | – | 0.02% | 139 |
|
|
2025
Q1 | $56.9K | Hold |
495
| – | – | 0.02% | 132 |
|
|
2024
Q4 | $60.2K | Hold |
495
| – | – | 0.02% | 120 |
|
|
2024
Q3 | $59.6K | Hold |
495
| – | – | 0.02% | 110 |
|
|
2024
Q2 | $55.6K | Hold |
495
| – | – | 0.02% | 108 |
|
|
2024
Q1 | $54K | Hold |
495
| – | – | 0.02% | 109 |
|
|
2023
Q4 | $49.8K | Hold |
495
| – | – | 0.02% | 119 |
|
|
2023
Q3 | $44.5K | Hold |
495
| – | – | 0.03% | 116 |
|
|
2023
Q2 | $46.4K | Hold |
495
| – | – | 0.03% | 116 |
|
|
2023
Q1 | $43.4K | Hold |
495
| – | – | 0.03% | 112 |
|
|
2022
Q4 | $40.7K | Buy |
+495
| New | +$40.7K | 0.03% | 166 |
|