Sanford Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $570K | Buy |
6,920
+508
| +8% | +$41.8K | 0.14% | 79 |
|
|
2022
Q3 | $487K | Buy |
6,412
+151
| +2% | +$11.5K | 0.14% | 67 |
|
|
2022
Q2 | $505K | Sell |
6,261
-1,144
| -15% | -$92.3K | 0.14% | 66 |
|
|
2022
Q1 | $717K | Sell |
7,405
-247
| -3% | -$23.9K | 0.2% | 47 |
|
|
2021
Q4 | $813K | Hold |
7,652
| – | – | 0.18% | 47 |
|
|
2021
Q3 | $734K | Buy |
7,652
+40
| +0.5% | +$3.84K | 0.18% | 48 |
|
|
2021
Q2 | $727K | Buy |
7,612
+209
| +3% | +$20K | 0.19% | 47 |
|
|
2021
Q1 | $650K | Sell |
7,403
-145
| -2% | -$12.7K | 0.18% | 51 |
|
|
2020
Q4 | $622K | Buy |
+7,548
| New | +$622K | 0.2% | 50 |
|