Bradley & Co Private Wealth Management’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 | $505K | Hold |
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|
2025
Q1 | $458K | Sell |
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|
2024
Q4 | $488K | Buy |
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|
2024
Q2 | $426K | Buy |
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|
2024
Q1 | $197K | Hold |
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|
2023
Q4 | $181K | Hold |
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|
2023
Q3 | $162K | Hold |
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|
2023
Q2 | $169K | Hold |
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|
2023
Q1 | $158K | Hold |
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|
2022
Q4 | $148K | Hold |
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|
2022
Q3 | $137K | Hold |
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|
2022
Q2 | $145K | Hold |
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|
2022
Q1 | $174K | Hold |
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|
2021
Q4 | $191K | Hold |
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|
2021
Q3 | $173K | Sell |
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|
2021
Q2 | $174K | Hold |
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|
2021
Q1 | $160K | Buy |
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