AJ Wealth Strategies’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 | $1.69M | Hold |
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2023
Q1 | $1.59M | Hold |
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|
2022
Q4 | $1.49M | Hold |
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|
2022
Q3 | $1.37M | Hold |
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|
2022
Q2 | $1.46M | Hold |
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|
2022
Q1 | $1.75M | Hold |
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|
2021
Q4 | $1.92M | Hold |
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|
2021
Q3 | $1.74M | Hold |
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|
2021
Q2 | $1.73M | Hold |
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|
2021
Q1 | $1.59M | Hold |
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|
2020
Q4 | $1.49M | Sell |
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|
2020
Q3 | $1.35M | Hold |
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|
2020
Q2 | $1.23M | Hold |
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|
2020
Q1 | $1.01M | Sell |
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|
2019
Q4 | $1.52M | Hold |
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|
2019
Q3 | $1.41M | Buy |
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|
2019
Q2 | $1.11M | Buy |
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|
2019
Q1 | $936K | Buy |
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|
2018
Q4 | $416K | Buy |
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