Traveka Wealth’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 | $254K | Hold |
2,000
| – | – | 0.13% | 115 |
|
2025
Q1 | $230K | Hold |
2,000
| – | – | 0.13% | 127 |
|
2024
Q4 | $243K | Hold |
2,000
| – | – | 0.13% | 116 |
|
2024
Q3 | $241K | Hold |
2,000
| – | – | 0.12% | 112 |
|
2024
Q2 | $225K | Hold |
2,000
| – | – | 0.11% | 110 |
|
2024
Q1 | $218K | Hold |
2,000
| – | – | 0.1% | 116 |
|
2023
Q4 | $201K | Buy |
+2,000
| New | +$201K | 0.1% | 118 |
|