Wealthspire Advisors (New York)’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 | $964K | Hold |
7,606
| – | – | 0.01% | 393 |
|
|
2025
Q1 | $874K | Hold |
7,606
| – | – | 0.01% | 401 |
|
|
2024
Q4 | $925K | Sell |
7,606
-265
| -3% | -$32.2K | 0.01% | 383 |
|
|
2024
Q3 | $947K | Sell |
7,871
-11,442
| -59% | -$1.38M | 0.01% | 379 |
|
|
2024
Q2 | $2.17M | Sell |
19,313
-44
| -0.2% | -$4.94K | 0.03% | 196 |
|
|
2024
Q1 | $2.11M | Sell |
19,357
-23
| -0.1% | -$2.51K | 0.03% | 191 |
|
|
2023
Q4 | $1.95M | Sell |
19,380
-34
| -0.2% | -$3.42K | 0.03% | 199 |
|
|
2023
Q3 | $1.75M | Sell |
19,414
-50
| -0.3% | -$4.5K | 0.03% | 184 |
|
|
2023
Q2 | $1.82M | Hold |
19,464
| – | – | 0.03% | 162 |
|
|
2023
Q1 | $1.71M | Hold |
19,464
| – | – | 0.03% | 170 |
|
|
2022
Q4 | $1.6M | Buy |
19,464
+23
| +0.1% | +$1.89K | 0.03% | 183 |
|
|
2022
Q3 | $1.48M | Buy |
+19,441
| New | +$1.48M | 0.03% | 176 |
|