B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $8.86M | Buy |
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|
2022
Q4 | $4.34M | Sell |
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|
2022
Q3 | $4.08M | Buy |
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|
2022
Q2 | $4.23M | Buy |
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|
2022
Q1 | $4.46M | Sell |
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|
2021
Q4 | $6.51M | Sell |
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|
2021
Q3 | $5.93M | Buy |
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|
2021
Q2 | $5.58M | Buy |
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|
2021
Q1 | $5.11M | Buy |
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|
2020
Q4 | $349K | Sell |
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|
2020
Q3 | $2.62M | Buy |
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|
2020
Q2 | $2.18M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $52 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $49.4K | Buy |
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