Beacon Capital Management LLC (Tennessee)’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 | $639 | Hold |
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|
2025
Q1 | $577 | Hold |
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|
2024
Q4 | $610 | Hold |
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|
2024
Q3 | $602 | Hold |
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|
2024
Q2 | $562 | Hold |
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|
2024
Q1 | $546 | Buy |
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|
2023
Q4 | $360 | Hold |
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|
2023
Q3 | $375 | Hold |
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|
2023
Q2 | $375 | Hold |
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|
2023
Q1 | $351 | Hold |
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|
2022
Q4 | $329 | Buy |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $0 | Buy |
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