Affinity Capital Advisors’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
Q4
Sell
2023
Q3
$774K Sell
2023
Q2
$3.82M Buy
2023
Q1
$1.18M Buy
2020
Q1
Sell
2019
Q4
$843K Buy