Shira Ridge Wealth Management SUSA Holdings History
Shira Ridge Wealth Management's iShares ESG Optimized MSCI USA ETF Holding Summary
As of 2025-06-30, Shira Ridge Wealth Management held 287,444.00 shares of iShares ESG Optimized MSCI USA ETF(SUSA), totaling $36.43 Mil. This investment constitutes 16.64% of their stock portfolio, and Shira Ridge Wealth Management now holds 1.02% of the outstanding iShares ESG Optimized MSCI USA ETF(SUSA) stock.
The initial trade took place in 2022Q4. And since then Shira Ridge Wealth Management has made 5 purchases of SUSA, at an average price of $86.63, for a total of 299,796.00 shares. In addition, there have been 4 sales at an average price of $114.43 for 12,352.00 shares. Based on historical transaction data and SUSA's current price of $128.94, Shira Ridge Wealth Management's estimated gain on his SUSA holdings is $12.51 Mil, reflecting a 48.16% gain to date.
Shira Ridge Wealth Management SUSA ($128.94) Holding Chart
Shira Ridge Wealth Management SUSA ($128.94) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
