Zhang Financial’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 | $215K | Sell |
1,697
-5,353
| -76% | -$678K | 0.01% | 279 |
|
|
2025
Q1 | $810K | Buy |
7,050
+1
| +0% | +$115 | 0.04% | 179 |
|
|
2024
Q4 | $857K | Buy |
7,049
+3
| +0% | +$365 | 0.05% | 165 |
|
|
2024
Q3 | $848K | Buy |
+7,046
| New | +$848K | 0.05% | 160 |
|
|
2022
Q2 | – | Sell |
-2,264
| Closed | -$219K | – | 231 |
|
|
2022
Q1 | $219K | Buy |
+2,264
| New | +$219K | 0.04% | 202 |
|