Beacon Pointe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
|
|||||
|
2025
Q1 | $1.06M | Buy |
|
|||||
|
2024
Q4 | $988K | Sell |
|
|||||
|
2024
Q3 | $1.04M | Sell |
|
|||||
|
2024
Q2 | $1.05M | Sell |
|
|||||
|
2024
Q1 | $1.02M | Buy |
|
|||||
|
2023
Q4 | $833K | Sell |
|
|||||
|
2023
Q3 | $1.4M | Buy |
|
|||||
|
2023
Q2 | $1.12M | Sell |
|
|||||
|
2023
Q1 | $1.69M | Buy |
|
|||||
|
2022
Q4 | $992K | Sell |
|
|||||
|
2022
Q3 | $1.01M | Sell |
|
|||||
|
2022
Q2 | $1.13M | Sell |
|
|||||
|
2022
Q1 | $1.42M | Buy |
|