Advisornet Financial’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 | $22.3K | Buy |
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|
2025
Q2 | $20.8K | Hold |
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|
2025
Q1 | $18.8K | Hold |
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|
2024
Q4 | $19.9K | Sell |
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|
2024
Q3 | $61.3K | Hold |
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|
2024
Q2 | $57.2K | Hold |
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|
2024
Q1 | $55.5K | Buy |
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|
2023
Q4 | $51.1K | Sell |
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|
2023
Q3 | $106K | Hold |
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|
2023
Q2 | $111K | Buy |
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|
2023
Q1 | $103K | Buy |
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|
2022
Q4 | $90.7K | Sell |
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|
2022
Q3 | $124K | Hold |
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|
2022
Q2 | $132K | Hold |
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|
2022
Q1 | $158K | Buy |
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|
2021
Q4 | $98K | Buy |
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|
2021
Q3 | $84K | Hold |
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|
2021
Q2 | $84K | Hold |
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|
2021
Q1 | $77K | Hold |
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|
2020
Q4 | $72K | Sell |
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|
2020
Q3 | $70K | Sell |
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|
2020
Q2 | $64K | Buy |
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|
2020
Q1 | $51K | Sell |
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|
2019
Q4 | $71K | Hold |
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|
2019
Q3 | $65K | Buy |
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|
2019
Q2 | $11K | Hold |
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|
2019
Q1 | $10K | Sell |
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|
2018
Q4 | $12K | Buy |
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