SWP Financial’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 | $331K | Sell |
2,609
-130
| -5% | -$16.5K | 0.18% | 55 |
|
|
2025
Q1 | $315K | Sell |
2,739
-46
| -2% | -$5.28K | 0.19% | 49 |
|
|
2024
Q4 | $339K | Sell |
2,785
-394
| -12% | -$47.9K | 0.2% | 51 |
|
|
2024
Q3 | $383K | Hold |
3,179
| – | – | 0.23% | 32 |
|
|
2024
Q2 | $357K | Buy |
3,179
+51
| +2% | +$5.73K | 0.24% | 32 |
|
|
2024
Q1 | $341K | Buy |
3,128
+228
| +8% | +$24.9K | 0.24% | 32 |
|
|
2023
Q4 | $291K | Buy |
+2,900
| New | +$291K | 0.23% | 34 |
|