Atria Wealth Solutions’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 | – | Sell |
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|
2025
Q1 | $276K | Sell |
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|
2024
Q4 | $512K | Buy |
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|
2024
Q3 | $372K | Sell |
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|
2024
Q2 | $353K | Buy |
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|
2024
Q1 | $330K | Buy |
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|
2023
Q4 | $298K | Buy |
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|
2023
Q3 | $214K | Sell |
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|
2023
Q2 | $992K | Buy |
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|
2023
Q1 | $228K | Sell |
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|
2022
Q4 | $241K | Sell |
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|
2022
Q3 | $515K | Sell |
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|
2022
Q2 | $842K | Sell |
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|
2022
Q1 | $2.26M | Buy |
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