VERITY Wealth 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 | $2.99M | Hold |
23,554
| – | – | 2.01% | 9 |
|
|
2025
Q1 | $2.71M | Hold |
23,554
| – | – | 2.01% | 9 |
|
|
2024
Q4 | $2.86M | Hold |
23,554
| – | – | 2.07% | 9 |
|
|
2024
Q3 | $2.84M | Hold |
23,554
| – | – | 1.99% | 10 |
|
|
2024
Q2 | $2.65M | Hold |
23,554
| – | – | 1.98% | 10 |
|
|
2024
Q1 | $2.57M | Hold |
23,554
| – | – | 1.97% | 10 |
|
|
2023
Q4 | $2.37M | Hold |
23,554
| – | – | 2.03% | 10 |
|
|
2023
Q3 | $2.12M | Hold |
23,554
| – | – | 1.99% | 11 |
|
|
2023
Q2 | $2.21M | Buy |
23,554
+1,016
| +5% | +$95.1K | 1.98% | 11 |
|
|
2023
Q1 | $1.98M | Hold |
22,538
| – | – | 1.83% | 12 |
|
|
2022
Q4 | $1.86M | Hold |
22,538
| – | – | 1.82% | 11 |
|
|
2022
Q3 | $1.71M | Hold |
22,538
| – | – | 1.76% | 13 |
|
|
2022
Q2 | $1.82M | Hold |
22,538
| – | – | 1.77% | 13 |
|
|
2022
Q1 | $2.18M | Hold |
22,538
| – | – | 1.93% | 12 |
|
|
2021
Q4 | $2.4M | Hold |
22,538
| – | – | 1.99% | 12 |
|
|
2021
Q3 | $2.16M | Buy |
22,538
+960
| +4% | +$92.1K | 1.93% | 13 |
|
|
2021
Q2 | $2.06M | Hold |
21,578
| – | – | 1.87% | 14 |
|
|
2021
Q1 | $1.9M | Hold |
21,578
| – | – | 1.68% | 15 |
|
|
2020
Q4 | $1.78M | Buy |
21,578
+90
| +0.4% | +$7.41K | 1.62% | 15 |
|
|
2020
Q3 | $1.58M | Hold |
21,488
| – | – | 1.61% | 15 |
|
|
2020
Q2 | $1.44M | Hold |
21,488
| – | – | 1.54% | 16 |
|
|
2020
Q1 | $1.18M | Sell |
21,488
-1,014
| -5% | -$55.6K | 1.6% | 18 |
|
|
2019
Q4 | $1.51M | Hold |
22,502
| – | – | 1.45% | 16 |
|
|
2019
Q3 | $1.39M | Sell |
22,502
-24
| -0.1% | -$1.48K | 1.37% | 18 |
|
|
2019
Q2 | $1.37M | Hold |
22,526
| – | – | 1.35% | 18 |
|
|
2019
Q1 | $1.33M | Hold |
22,526
| – | – | 1.36% | 20 |
|
|
2018
Q4 | $1.16M | Buy |
+22,526
| New | +$1.16M | 1.34% | 22 |
|