StoneX Group’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 | $295K | Buy |
+2,331
| New | +$295K | 0.01% | 669 |
|
|
2023
Q1 | – | Sell |
-7,527
| Closed | -$620K | – | 654 |
|
|
2022
Q4 | $620K | Buy |
7,527
+4,198
| +126% | +$346K | 0.09% | 180 |
|
|
2022
Q3 | $253K | Sell |
3,329
-1,428
| -30% | -$108K | 0.05% | 238 |
|
|
2022
Q2 | $384K | Buy |
4,757
+1,452
| +44% | +$117K | 0.06% | 211 |
|
|
2022
Q1 | $320K | Hold |
3,305
| – | – | 0.03% | 403 |
|
|
2021
Q4 | $351K | Buy |
3,305
+793
| +32% | +$84.3K | 0.04% | 367 |
|
|
2021
Q3 | $241K | Hold |
2,512
| – | – | 0.03% | 420 |
|
|
2021
Q2 | $240K | Buy |
+2,512
| New | +$240K | 0.04% | 411 |
|