Sage Financial Group’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 | $555K | Buy |
4,375
+3
| +0.1% | +$380 | 0.04% | 63 |
|
|
2025
Q1 | $502K | Buy |
4,372
+19
| +0.4% | +$2.18K | 0.04% | 70 |
|
|
2024
Q4 | $529K | Buy |
4,353
+4
| +0.1% | +$486 | 0.04% | 66 |
|
|
2024
Q3 | $523K | Buy |
4,349
+6
| +0.1% | +$722 | 0.04% | 67 |
|
|
2024
Q2 | $488K | Buy |
4,343
+3
| +0.1% | +$337 | 0.04% | 67 |
|
|
2024
Q1 | $474K | Buy |
4,340
+5
| +0.1% | +$546 | 0.04% | 67 |
|
|
2023
Q4 | $436K | Buy |
4,335
+11
| +0.3% | +$1.11K | 0.04% | 72 |
|
|
2023
Q3 | $389K | Hold |
4,324
| – | – | 0.04% | 70 |
|
|
2023
Q2 | $405K | Buy |
4,324
+4
| +0.1% | +$375 | 0.04% | 70 |
|
|
2023
Q1 | $379K | Buy |
4,320
+13
| +0.3% | +$1.14K | 0.04% | 74 |
|
|
2022
Q4 | $355K | Buy |
4,307
+7
| +0.2% | +$576 | 0.04% | 75 |
|
|
2022
Q3 | $326K | Buy |
4,300
+7
| +0.2% | +$531 | 0.04% | 71 |
|
|
2022
Q2 | $346K | Buy |
+4,293
| New | +$346K | 0.05% | 68 |
|