Wealth Alliance’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 | $414K | Buy |
3,270
+7
| +0.2% | +$887 | 0.05% | 335 |
|
|
2025
Q1 | $375K | Buy |
3,263
+22
| +0.7% | +$2.53K | 0.05% | 342 |
|
|
2024
Q4 | $394K | Sell |
3,241
-48
| -1% | -$5.84K | 0.05% | 307 |
|
|
2024
Q3 | $396K | Sell |
3,289
-87
| -3% | -$10.5K | 0.05% | 328 |
|
|
2024
Q2 | $379K | Sell |
3,376
-1
| -0% | -$112 | 0.05% | 318 |
|
|
2024
Q1 | $369K | Sell |
3,377
-3
| -0.1% | -$328 | 0.05% | 344 |
|
|
2023
Q4 | $340K | Buy |
3,380
+1
| +0% | +$101 | 0.05% | 347 |
|
|
2023
Q3 | $304K | Sell |
3,379
-83
| -2% | -$7.47K | 0.05% | 342 |
|
|
2023
Q2 | $324K | Hold |
3,462
| – | – | 0.05% | 354 |
|
|
2023
Q1 | $304K | Sell |
3,462
-725
| -17% | -$63.6K | 0.05% | 359 |
|
|
2022
Q4 | $345K | Sell |
4,187
-2,481
| -37% | -$204K | 0.06% | 309 |
|
|
2022
Q3 | $506K | Buy |
+6,668
| New | +$506K | 0.1% | 211 |
|