Abound Wealth Management’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
Q3 | $1.76K | Hold |
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2025
Q2 | $1.65K | Hold |
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2025
Q1 | $1.49K | Hold |
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|
2024
Q4 | $1.58K | Hold |
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|
2024
Q3 | $1.56K | Hold |
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|
2024
Q2 | $1.46K | Hold |
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|
2024
Q1 | $1.42K | Hold |
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|
2023
Q4 | $1.31K | Hold |
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|
2023
Q3 | $1.17K | Hold |
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|
2023
Q2 | $1.22K | Hold |
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|
2023
Q1 | $1.14K | Hold |
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|
2022
Q4 | $1.07K | Hold |
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|
2022
Q3 | $987 | Buy |
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