AE 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
Q2 | $84.3K | Buy |
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|
2025
Q1 | $40.3K | Sell |
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|
2024
Q4 | $1.64M | Sell |
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|
2024
Q3 | $2.54M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $255K | Sell |
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|
2023
Q3 | $2.12M | Buy |
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|
2023
Q2 | $221K | Sell |
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|
2023
Q1 | $271K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $12.1M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $220K | Buy |
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|
2019
Q1 | $208K | Buy |
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