Avantax Advisory Services’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 | $1.76M | Buy |
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|
2025
Q1 | $1.59M | Sell |
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|
2024
Q4 | $1.7M | Buy |
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|
2024
Q3 | $1.41M | Buy |
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|
2024
Q2 | $1.28M | Sell |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.16M | Buy |
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|
2023
Q2 | $1.11M | Buy |
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|
2023
Q1 | $990K | Buy |
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|
2022
Q4 | $923K | Sell |
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|
2022
Q3 | $937K | Sell |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $1.15M | Buy |
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|
2021
Q4 | $1.21M | Buy |
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|
2021
Q3 | $991K | Buy |
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|
2021
Q2 | $950K | Buy |
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|
2021
Q1 | $758K | Buy |
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|
2020
Q4 | $686K | Sell |
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|
2020
Q3 | $970K | Buy |
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|
2020
Q2 | $448K | Buy |
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|
2020
Q1 | $355K | Sell |
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|
2019
Q4 | $440K | Buy |
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|
2019
Q3 | $335K | Buy |
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|
2019
Q2 | $329K | Sell |
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|
2019
Q1 | $326K | Buy |
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