Number of Shares
3,383.00
Current Holdings Value*
$428,730.00
% of Portfolio
0.22%
Total Estimate Gain
$441,748.97
% of Total Estimate Gain
43.05%

Sound Stewardship, LLC's iShares ESG Optimized MSCI USA ETF Holding Summary

As of 2025-06-30, Sound Stewardship, LLC held 3,383.00 shares of iShares ESG Optimized MSCI USA ETF(SUSA), totaling $428,730.00. This investment constitutes 0.22% of their stock portfolio, and Sound Stewardship, LLC now holds 0.01% of the outstanding iShares ESG Optimized MSCI USA ETF(SUSA) stock.

The initial trade took place in 2022Q4. And since then Sound Stewardship, LLC has made 2 purchases of SUSA, at an average price of $82.71, for a total of 12,408.00 shares. In addition, there have been 7 sales at an average price of $114.32 for 9,025.00 shares. Based on historical transaction data and SUSA's current price of $128.97, Sound Stewardship, LLC's estimated gain on his SUSA holdings is $441,748.97, reflecting a 43.05% gain to date.

Sound Stewardship, LLC SUSA ($128.97) Holding Chart

Sound Stewardship, LLC SUSA ($128.97) 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 %

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