Sharper & Granite’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 | $809K | Sell |
6,357
-602
| -9% | -$76.6K | 0.31% | 71 |
|
|
2025
Q1 | $799K | Buy |
6,959
+180
| +3% | +$20.7K | 0.33% | 65 |
|
|
2024
Q4 | $824K | Buy |
6,779
+270
| +4% | +$32.8K | 0.36% | 69 |
|
|
2024
Q3 | $783K | Buy |
6,509
+55
| +0.9% | +$6.62K | 0.35% | 68 |
|
|
2024
Q2 | $725K | Sell |
6,454
-65
| -1% | -$7.3K | 0.35% | 67 |
|
|
2024
Q1 | $701K | Sell |
6,519
-304
| -4% | -$32.7K | 0.34% | 68 |
|
|
2023
Q4 | $686K | Buy |
6,823
+940
| +16% | +$94.5K | 0.35% | 68 |
|
|
2023
Q3 | $529K | Buy |
5,883
+40
| +0.7% | +$3.6K | 0.31% | 68 |
|
|
2023
Q2 | $547K | Sell |
5,843
-40
| -0.7% | -$3.75K | 0.32% | 70 |
|
|
2023
Q1 | $516K | Buy |
5,883
+450
| +8% | +$39.5K | 0.31% | 70 |
|
|
2022
Q4 | $447K | Buy |
+5,433
| New | +$447K | 0.3% | 70 |
|