Tanglewood Legacy Advisors’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 | $13.2K | Hold |
104
| – | – | 0.01% | 235 |
|
|
2025
Q1 | $11.9K | Hold |
104
| – | – | 0.01% | 244 |
|
|
2024
Q4 | $12.6K | Hold |
104
| – | – | 0.01% | 241 |
|
|
2024
Q3 | $12.5K | Hold |
104
| – | – | 0.01% | 228 |
|
|
2024
Q2 | $11.7K | Hold |
104
| – | – | 0.01% | 233 |
|
|
2024
Q1 | $11.4K | Hold |
104
| – | – | 0.01% | 244 |
|
|
2023
Q4 | $10.5K | Hold |
104
| – | – | 0.01% | 241 |
|
|
2023
Q3 | $9.36K | Hold |
104
| – | – | 0.01% | 248 |
|
|
2023
Q2 | $9.74K | Hold |
104
| – | – | 0.01% | 245 |
|
|
2023
Q1 | $9.13K | Hold |
104
| – | – | 0.01% | 244 |
|
|
2022
Q4 | $8.56K | Buy |
+104
| New | +$8.56K | 0.01% | 213 |
|