AllSquare 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 | $280K | Hold |
|
|||||
|
2025
Q1 | $254K | Hold |
|
|||||
|
2024
Q4 | $269K | Hold |
|
|||||
|
2024
Q3 | $266K | Hold |
|
|||||
|
2024
Q2 | $248K | Hold |
|
|||||
|
2024
Q1 | $241K | Hold |
|
|||||
|
2023
Q4 | $222K | Hold |
|
|||||
|
2023
Q3 | $199K | Hold |
|
|||||
|
2023
Q2 | $196K | Hold |
|
|||||
|
2023
Q1 | $194K | Hold |
|
|||||
|
2022
Q4 | $182K | Hold |
|
|||||
|
2022
Q3 | $168K | Hold |
|
|||||
|
2022
Q2 | $178K | Buy |
|
|||||
|
2022
Q1 | $197K | Hold |
|
|||||
|
2021
Q4 | $216K | Hold |
|
|||||
|
2021
Q3 | $195K | Hold |
|
|||||
|
2021
Q2 | $194K | Hold |
|
|||||
|
2021
Q1 | $178K | Hold |
|
|||||
|
2020
Q4 | $167K | Hold |
|
|||||
|
2020
Q3 | $149K | Sell |
|
|||||
|
2020
Q2 | $144K | Buy |
|
|||||
|
2020
Q1 | $112K | Hold |
|
|||||
|
2019
Q4 | $137K | Sell |
|
|||||
|
2019
Q3 | $133K | Hold |
|
|||||
|
2019
Q2 | $131K | Hold |
|
|||||
|
2019
Q1 | $127K | Hold |
|
|||||
|
2018
Q4 | $111K | Sell |
|
|||||
|
2018
Q3 | $155K | Buy |
|
|||||
|
2018
Q2 | $136K | Hold |
|
|||||
|
2018
Q1 | $134K | Hold |
|
|||||
|
2017
Q4 | $134K | Hold |
|
|||||
|
2017
Q3 | $126K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $119K | Hold |
|
|||||
|
2016
Q4 | $111K | Hold |
|
|||||
|
2016
Q3 | $110K | Hold |
|
|||||
|
2016
Q2 | $105K | Hold |
|
|||||
|
2016
Q1 | $103K | Hold |
|
|||||
|
2015
Q4 | $101K | Hold |
|
|||||
|
2015
Q3 | $95K | Hold |
|
|||||
|
2015
Q2 | $103K | Sell |
|
|||||
|
2015
Q1 | $117K | Sell |
|
|||||
|
2014
Q4 | $161K | Buy |
|