Valley Wealth Managers’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 | $44.4K | Hold |
350
| – | – | ﹤0.01% | 203 |
|
|
2025
Q1 | $40.2K | Hold |
350
| – | – | ﹤0.01% | 217 |
|
|
2024
Q4 | $42.6K | Hold |
350
| – | – | ﹤0.01% | 217 |
|
|
2024
Q3 | $42.1K | Hold |
350
| – | – | ﹤0.01% | 223 |
|
|
2024
Q2 | $39.3K | Hold |
350
| – | – | ﹤0.01% | 228 |
|
|
2024
Q1 | $38.2K | Hold |
350
| – | – | ﹤0.01% | 224 |
|
|
2023
Q4 | $35.2K | Hold |
350
| – | – | ﹤0.01% | 228 |
|
|
2023
Q3 | $31.5K | Sell |
350
-38
| -10% | -$3.42K | ﹤0.01% | 238 |
|
|
2023
Q2 | $36.3K | Hold |
388
| – | – | ﹤0.01% | 219 |
|
|
2023
Q1 | $34.1K | Sell |
388
-200
| -34% | -$17.6K | ﹤0.01% | 233 |
|
|
2022
Q4 | $48.4K | Hold |
588
| – | – | ﹤0.01% | 230 |
|
|
2022
Q3 | $45K | Hold |
588
| – | – | ﹤0.01% | 247 |
|
|
2022
Q2 | $47K | Buy |
+588
| New | +$47K | ﹤0.01% | 251 |
|