Sound Stewardship, LLC SUSA Holdings History
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 $129.08, Sound Stewardship, LLC's estimated gain on his SUSA holdings is $442,129.90, reflecting a 43.08% gain to date.
Sound Stewardship, LLC SUSA ($129.08) Holding Chart
Sound Stewardship, LLC SUSA ($129.08) 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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