Arete Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $220K | Sell |
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|
2024
Q3 | $235K | Sell |
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|
2024
Q2 | $259K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $360K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $343K | Sell |
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|
2023
Q1 | $457K | Sell |
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|
2022
Q4 | $499M | Sell |
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|
2022
Q3 | $532K | Sell |
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|
2022
Q2 | $369K | Buy |
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|
2022
Q1 | $541K | Buy |
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|
2021
Q4 | $485K | Buy |
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|
2021
Q3 | $342K | Buy |
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|
2021
Q2 | $298K | Buy |
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|
2021
Q1 | $217K | Buy |
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