Avantax Planning Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Avantax Planning Partners’s Portfolio SUSA Stock Details SUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.66M	Hold
2025 Q2	$1.55M	Hold
2025 Q1	$1.41M	Hold
2024 Q4	$1.49M	Hold
2024 Q3	$1.47M	Hold
2024 Q2	$1.38M	Hold
2024 Q1	$1.34M	Hold
2023 Q4	$1.23M	Hold
2023 Q3	$1.1M	Hold
2023 Q2	$1.15M	Hold
2023 Q1	$1.07M	Sell
2022 Q4	$1.03M	Sell
2022 Q3	$977K	Hold
2022 Q2	$1.04M	Sell
2022 Q1	$1.25M	Sell
2021 Q4	$1.38M	Sell
2021 Q3	$1.27M	Hold
2021 Q2	$1.26M	Hold
2021 Q1	$1.16M	Hold
2020 Q4	$1.09M	Hold
2020 Q3	$971K	Hold
2020 Q2	$883K	Hold
2020 Q1	$724K	Hold
2019 Q4	$885K	Hold
2019 Q3	$816K	Hold
2019 Q2	$812K	Hold
2019 Q1	$780K	Hold
2018 Q4	$681K	Hold
2018 Q3	$788K	Hold
2018 Q2	$745K	Hold
2018 Q1	$732K	Hold
2017 Q4	$733K	Hold
2017 Q3	$690K	Hold
2017 Q2	$675K	Hold
2017 Q1	$648K	Hold
2016 Q4	$607K	Buy