Savant Capital’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 | $473K | Buy |
3,735
+1,792
| +92% | +$227K | ﹤0.01% | 1119 |
|
|
2025
Q1 | $223K | Hold |
1,943
| – | – | ﹤0.01% | 1371 |
|
|
2024
Q4 | $236K | Hold |
1,943
| – | – | ﹤0.01% | 1235 |
|
|
2024
Q3 | $234K | Sell |
1,943
-1
| -0.1% | -$120 | ﹤0.01% | 1204 |
|
|
2024
Q2 | $218K | Sell |
1,944
-1
| -0.1% | -$112 | ﹤0.01% | 1101 |
|
|
2024
Q1 | $212K | Buy |
+1,945
| New | +$212K | ﹤0.01% | 1013 |
|