WJ 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 | $684K | Hold |
5,400
| – | – | 0.22% | 62 |
|
|
2025
Q1 | $620K | Hold |
5,400
| – | – | 0.22% | 57 |
|
|
2024
Q4 | $657K | Hold |
5,400
| – | – | 0.23% | 52 |
|
|
2024
Q3 | $650K | Hold |
5,400
| – | – | 0.23% | 49 |
|
|
2024
Q2 | $607K | Hold |
5,400
| – | – | 0.22% | 53 |
|
|
2024
Q1 | $590K | Hold |
5,400
| – | – | 0.23% | 50 |
|
|
2023
Q4 | $543K | Sell |
5,400
-444
| -8% | -$44.6K | 0.24% | 51 |
|
|
2023
Q3 | $526K | Sell |
5,844
-460
| -7% | -$41.4K | 0.26% | 45 |
|
|
2023
Q2 | $590K | Buy |
6,304
+3,152
| +100% | +$295K | 0.28% | 41 |
|
|
2023
Q1 | $277K | Sell |
3,152
-3,152
| -50% | -$277K | 0.19% | 45 |
|
|
2022
Q4 | $519K | Hold |
6,304
| – | – | 0.3% | 34 |
|
|
2022
Q3 | $478K | Hold |
6,304
| – | – | 0.3% | 35 |
|
|
2022
Q2 | $508K | Buy |
6,304
+940
| +18% | +$75.7K | 0.36% | 31 |
|
|
2022
Q1 | $520K | Sell |
5,364
-43,263
| -89% | -$4.19M | 0.35% | 27 |
|
|
2021
Q4 | $5.16M | Sell |
48,627
-138
| -0.3% | -$14.7K | 3.09% | 13 |
|
|
2021
Q3 | $4.68M | Buy |
48,765
+43,464
| +820% | +$4.17M | 3.11% | 14 |
|
|
2021
Q2 | $506K | Buy |
5,301
+191
| +4% | +$18.2K | 1.57% | 18 |
|
|
2021
Q1 | $449K | Buy |
5,110
+510
| +11% | +$44.8K | 1.4% | 21 |
|
|
2020
Q4 | $379K | Sell |
4,600
-850
| -16% | -$70K | 1.18% | 26 |
|
|
2020
Q3 | $401K | Buy |
+5,450
| New | +$401K | 1.3% | 21 |
|