Shira Ridge Wealth Management’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 | $36.4M | Sell |
287,444
-34
| -0% | -$4.31K | 16.64% | 1 |
|
|
2025
Q1 | $33M | Buy |
287,478
+23,829
| +9% | +$2.74M | 16.47% | 1 |
|
|
2024
Q4 | $32.1M | Buy |
263,649
+1,420
| +0.5% | +$173K | 15.68% | 1 |
|
|
2024
Q3 | $31.6M | Sell |
262,229
-10,658
| -4% | -$1.28M | 16.1% | 1 |
|
|
2024
Q2 | $30.7M | Sell |
272,887
-1,660
| -0.6% | -$187K | 17.08% | 1 |
|
|
2024
Q1 | $30M | Sell |
274,547
-562
| -0.2% | -$61.4K | 17.15% | 1 |
|
|
2023
Q4 | $27.7M | Buy |
275,109
+12,672
| +5% | +$1.27M | 16.6% | 1 |
|
|
2023
Q3 | $23.6M | Buy |
262,437
+6,004
| +2% | +$540K | 15.51% | 1 |
|
|
2023
Q2 | $24M | Buy |
256,433
+2,799
| +1% | +$262K | 15.05% | 1 |
|
|
2023
Q1 | $22.3M | Buy |
253,634
+3,347
| +1% | +$294K | 14.7% | 1 |
|
|
2022
Q4 | $20.6M | Buy |
+250,287
| New | +$20.6M | 14.19% | 1 |
|