Aprio 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 | $2.23M | Sell |
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|
2025
Q1 | $2.05M | Buy |
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|
2024
Q4 | $2.17M | Buy |
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|
2024
Q3 | $1.85M | Buy |
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|
2024
Q2 | $1.71M | Buy |
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|
2024
Q1 | $1.65M | Sell |
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|
2023
Q4 | $1.56M | Buy |
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|
2023
Q3 | $1.27M | Buy |
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|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $1.26M | Buy |
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|
2022
Q4 | $967K | Buy |
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|
2022
Q3 | $436K | Buy |
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