Strategic Wealth Investment 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
Q1 | – | Sell |
-1,883
| Closed | -$229K | – | 105 |
|
|
2024
Q4 | $229K | Sell |
1,883
-656
| -26% | -$79.8K | 0.03% | 126 |
|
|
2024
Q3 | $302K | Hold |
2,539
| – | – | 0.03% | 108 |
|
|
2024
Q2 | $285K | Buy |
+2,539
| New | +$285K | 0.04% | 109 |
|
|
2023
Q4 | $284K | Buy |
2,824
+204
| +8% | +$20.5K | 0.04% | 107 |
|
|
2023
Q3 | $236K | Hold |
2,620
| – | – | 0.04% | 92 |
|
|
2023
Q2 | $245K | Sell |
2,620
-955
| -27% | -$89.4K | 0.04% | 106 |
|
|
2023
Q1 | $314K | Buy |
3,575
+346
| +11% | +$30.4K | 0.06% | 103 |
|
|
2022
Q4 | $273K | Sell |
3,229
-248
| -7% | -$21K | 0.06% | 100 |
|
|
2022
Q3 | $264K | Buy |
+3,477
| New | +$264K | 0.08% | 86 |
|