Smartleaf Asset 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
$58.7K Sell
466
-48
-9% -$6.05K 0.01% 1101
2025
Q1
$58.7K Buy
+514
New +$58.7K 0.01% 1070
2024
Q2
Sell
-658
Closed -$71.8K 2765
2024
Q1
$71.8K Sell
658
-1,883
-74% -$206K 0.01% 599
2023
Q4
$256K Buy
+2,541
New +$256K 0.07% 282