Brighton Jones LLC’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
Q3 | $689K | Buy |
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|
2025
Q2 | $643K | Buy |
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|
2025
Q1 | $581K | Sell |
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|
2024
Q4 | $678K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $622K | Buy |
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|
2024
Q1 | $589K | Sell |
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|
2023
Q4 | $579K | Sell |
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|
2023
Q3 | $518K | Buy |
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|
2023
Q2 | $532K | Sell |
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|
2023
Q1 | $536K | Buy |
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|
2022
Q4 | $503K | Sell |
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|
2022
Q3 | $478K | Sell |
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|
2022
Q2 | $528K | Sell |
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|
2022
Q1 | $811K | Buy |
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|
2021
Q4 | $878K | Buy |
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|
2021
Q3 | $792K | Buy |
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|
2021
Q2 | $772K | Buy |
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|
2021
Q1 | $686K | Buy |
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|
2020
Q4 | $612K | Sell |
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|
2020
Q3 | $1.08M | Buy |
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|
2020
Q2 | $937K | Buy |
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|
2020
Q1 | $409K | Buy |
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|
2019
Q4 | $284K | Buy |
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|
2019
Q3 | $223K | Buy |
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|
2019
Q2 | $219K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $274K | Buy |
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|
2013
Q2 | $260K | Buy |
|