Affinia Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.53M | Sell |
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|
2023
Q1 | $1.43M | Buy |
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|
2022
Q4 | $1.31M | Buy |
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|
2022
Q3 | $1.03M | Sell |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | $1.12M | Buy |
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|
2021
Q3 | $934K | Sell |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $792K | Buy |
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|
2020
Q4 | $552K | Buy |
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|
2020
Q3 | $460K | Buy |
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|
2020
Q2 | $310K | Sell |
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|
2020
Q1 | $274K | Buy |
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