Bond & Devick Financial Network’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 | $1.49M | Sell |
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|
2025
Q1 | $1.36M | Sell |
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|
2024
Q4 | $1.47M | Hold |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $1.4M | Sell |
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|
2024
Q1 | $1.38M | Sell |
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|
2023
Q4 | $1.29M | Sell |
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|
2023
Q3 | $1.16M | Sell |
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|
2023
Q2 | $1.68M | Sell |
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|
2023
Q1 | $1.57M | Sell |
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|
2022
Q4 | $1.49M | Buy |
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|
2022
Q3 | $1.35M | Buy |
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|
2022
Q2 | $1.39M | Sell |
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|
2022
Q1 | $1.68M | Sell |
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|
2021
Q4 | $1.84M | Sell |
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|
2021
Q3 | $1.82M | Buy |
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|
2021
Q2 | $1.74M | Sell |
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|
2021
Q1 | $1.63M | Buy |
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|
2020
Q4 | $1.48M | Buy |
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