Spire 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 | $165K | Sell |
1,305
-538
| -29% | -$68.2K | 0.01% | 814 |
|
|
2025
Q1 | $212K | Hold |
1,843
| – | – | 0.01% | 813 |
|
|
2024
Q4 | $224K | Hold |
1,843
| – | – | 0.01% | 789 |
|
|
2024
Q3 | $222K | Hold |
1,843
| – | – | 0.01% | 706 |
|
|
2024
Q2 | $207K | Sell |
1,843
-150
| -8% | -$16.9K | 0.01% | 709 |
|
|
2024
Q1 | $218K | Sell |
1,993
-14
| -0.7% | -$1.53K | ﹤0.01% | 745 |
|
|
2023
Q4 | $204K | Sell |
2,007
-162
| -7% | -$16.4K | 0.01% | 757 |
|
|
2023
Q3 | $195K | Hold |
2,169
| – | – | 0.01% | 717 |
|
|
2023
Q2 | $203K | Hold |
2,169
| – | – | 0.01% | 716 |
|
|
2023
Q1 | $190K | Buy |
2,169
+130
| +6% | +$11.4K | 0.01% | 737 |
|
|
2022
Q4 | $168K | Sell |
2,039
-292
| -13% | -$24.1K | 0.01% | 597 |
|
|
2022
Q3 | $177K | Sell |
2,331
-1,685
| -42% | -$128K | 0.01% | 565 |
|
|
2022
Q2 | $324K | Sell |
4,016
-1,963
| -33% | -$158K | 0.01% | 607 |
|
|
2022
Q1 | $579K | Buy |
5,979
+117
| +2% | +$11.3K | 0.02% | 525 |
|
|
2021
Q4 | $623K | Buy |
5,862
+39
| +0.7% | +$4.15K | 0.01% | 615 |
|
|
2021
Q3 | $559K | Hold |
5,823
| – | – | 0.01% | 560 |
|
|
2021
Q2 | $556K | Buy |
5,823
+260
| +5% | +$24.8K | 0.02% | 578 |
|
|
2021
Q1 | $489K | Buy |
+5,563
| New | +$489K | 0.01% | 676 |
|