Capital Advisors 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
Q3 | $275K | Sell |
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|
2025
Q2 | $270K | Sell |
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|
2025
Q1 | $256K | Sell |
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|
2024
Q4 | $272K | Sell |
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|
2024
Q3 | $272K | Buy |
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|
2024
Q2 | $253K | Sell |
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|
2024
Q1 | $279K | Sell |
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|
2023
Q4 | $258K | Buy |
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|
2023
Q3 | $214K | Buy |
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|
2023
Q2 | $220K | Buy |
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|
2023
Q1 | $202K | Buy |
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