Affinity 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 | $432K | Hold |
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|
2025
Q1 | $391K | Hold |
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|
2024
Q4 | $414K | Hold |
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|
2024
Q3 | $410K | Hold |
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|
2024
Q2 | $383K | Hold |
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|
2024
Q1 | $372K | Hold |
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|
2023
Q4 | $342K | Hold |
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|
2023
Q3 | $306K | Hold |
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|
2023
Q2 | $319K | Hold |
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|
2023
Q1 | $299K | Hold |
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|
2022
Q4 | $280K | Buy |
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|
2022
Q3 | $247K | Hold |
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|
2022
Q2 | $268K | Hold |
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|
2022
Q1 | $309K | Hold |
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|
2021
Q4 | $326K | Hold |
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|
2021
Q3 | $311K | Hold |
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|
2021
Q2 | $316K | Hold |
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|
2021
Q1 | $298K | Hold |
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|
2020
Q4 | $274K | Hold |
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|
2020
Q3 | $243K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $218K | Hold |
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|
2019
Q3 | $201K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $242K | Buy |
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|
2017
Q3 | $245K | Hold |
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|
2017
Q2 | $240K | Hold |
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|
2017
Q1 | $230K | Hold |
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|
2016
Q4 | $216K | Buy |
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