Abacus Planning Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
|
|||||
|
2025
Q1 | $1.01M | Buy |
|
|||||
|
2024
Q4 | $1.07M | Buy |
|
|||||
|
2024
Q3 | $801K | Buy |
|
|||||
|
2024
Q2 | $748K | Buy |
|
|||||
|
2024
Q1 | $709K | Buy |
|
|||||
|
2023
Q4 | $591K | Buy |
|
|||||
|
2023
Q3 | $512K | Buy |
|
|||||
|
2023
Q2 | $471K | Buy |
|
|||||
|
2023
Q1 | $265K | Buy |
|
|||||
|
2022
Q4 | $248K | Sell |
|
|||||
|
2022
Q3 | $357K | Hold |
|
|||||
|
2022
Q2 | $379K | Buy |
|
|||||
|
2022
Q1 | $355K | Buy |
|
|||||
|
2021
Q4 | $223K | Hold |
|
|||||
|
2021
Q3 | $202K | Buy |
|