Wolff Wiese Magana’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 | $41.8K | Hold |
330
| – | – | 0.03% | 219 |
|
|
2025
Q1 | $37.9K | Hold |
330
| – | – | 0.03% | 217 |
|
|
2024
Q4 | $40.1K | Hold |
330
| – | – | 0.03% | 215 |
|
|
2024
Q3 | $39.7K | Hold |
330
| – | – | 0.03% | 210 |
|
|
2024
Q2 | $37.1K | Hold |
330
| – | – | 0.03% | 190 |
|
|
2024
Q1 | $36K | Hold |
330
| – | – | 0.03% | 173 |
|
|
2023
Q4 | $33.2K | Hold |
330
| – | – | 0.03% | 177 |
|
|
2023
Q3 | $29.7K | Hold |
330
| – | – | 0.02% | 234 |
|
|
2023
Q2 | $30.9K | Hold |
330
| – | – | 0.02% | 241 |
|
|
2023
Q1 | $29K | Hold |
330
| – | – | 0.02% | 237 |
|
|
2022
Q4 | $27.2K | Hold |
330
| – | – | 0.02% | 236 |
|
|
2022
Q3 | $25K | Hold |
330
| – | – | 0.02% | 343 |
|
|
2022
Q2 | $27K | Hold |
330
| – | – | 0.02% | 351 |
|
|
2022
Q1 | $32K | Hold |
330
| – | – | 0.02% | 338 |
|
|
2021
Q4 | $35K | Hold |
330
| – | – | 0.02% | 330 |
|
|
2021
Q3 | $32K | Hold |
330
| – | – | 0.02% | 342 |
|
|
2021
Q2 | $32K | Hold |
330
| – | – | 0.02% | 339 |
|
|
2021
Q1 | $29K | Hold |
330
| – | – | 0.02% | 347 |
|
|
2020
Q4 | $27K | Buy |
+330
| New | +$27K | 0.02% | 339 |
|