Avior Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-53
| Closed | -$6.44K | – | 2141 |
|
|
2024
Q4 | $6.44K | Hold |
53
| – | – | ﹤0.01% | 1773 |
|
|
2024
Q3 | $6.38K | Hold |
53
| – | – | ﹤0.01% | 1692 |
|
|
2024
Q2 | $5.96K | Sell |
53
-564
| -91% | -$63.4K | ﹤0.01% | 1674 |
|
|
2024
Q1 | $67.4K | Buy |
+617
| New | +$67.4K | ﹤0.01% | 1115 |
|
|
2019
Q4 | – | Sell |
-18
| Closed | -$1K | – | 866 |
|
|
2019
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 753 |
|