Willow Creek Wealth Management’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 | $973K | Hold |
7,679
| – | – | 0.09% | 71 |
|
|
2025
Q1 | $882K | Hold |
7,679
| – | – | 0.09% | 67 |
|
|
2024
Q4 | $934K | Hold |
7,679
| – | – | 0.1% | 67 |
|
|
2024
Q3 | $924K | Hold |
7,679
| – | – | 0.1% | 65 |
|
|
2024
Q2 | $863K | Sell |
7,679
-280
| -4% | -$31.5K | 0.1% | 65 |
|
|
2024
Q1 | $869K | Hold |
7,959
| – | – | 0.1% | 65 |
|
|
2023
Q4 | $800K | Hold |
7,959
| – | – | 0.1% | 65 |
|
|
2023
Q3 | $716K | Sell |
7,959
-127
| -2% | -$11.4K | 0.11% | 64 |
|
|
2023
Q2 | $757K | Sell |
8,086
-144
| -2% | -$13.5K | 0.11% | 68 |
|
|
2023
Q1 | $722K | Hold |
8,230
| – | – | 0.11% | 63 |
|
|
2022
Q4 | $677K | Buy |
+8,230
| New | +$677K | 0.11% | 62 |
|