Carson Wealth (CWM 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 | $2.58M | Sell |
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|
2025
Q2 | $2.51M | Sell |
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|
2025
Q1 | $2.49M | Buy |
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|
2024
Q4 | $2.61M | Sell |
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|
2024
Q3 | $2.71M | Sell |
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|
2024
Q2 | $2.54M | Buy |
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|
2024
Q1 | $2.35M | Buy |
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|
2023
Q4 | $1.55M | Buy |
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|
2023
Q3 | $1.14M | Sell |
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|
2023
Q2 | $1.39M | Sell |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $1.37M | Buy |
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|
2022
Q3 | $1.1M | Sell |
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|
2022
Q2 | $1.31M | Sell |
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|
2022
Q1 | $1.87M | Sell |
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|
2021
Q4 | $2.17M | Buy |
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|
2021
Q2 | $2.11M | Hold |
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|
2021
Q1 | $2.11M | Hold |
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|
2020
Q4 | $2.11M | Sell |
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|
2020
Q3 | $2.11M | Hold |
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|
2020
Q2 | $2.11M | Hold |
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|
2020
Q1 | $2.11M | Hold |
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|
2019
Q4 | $2.11M | Hold |
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|
2019
Q3 | $2.11M | Hold |
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|
2019
Q2 | $2.11M | Hold |
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|
2019
Q1 | $2.11M | Sell |
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|
2018
Q4 | $2.32M | Buy |
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|
2018
Q3 | $2.27M | Buy |
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|
2018
Q2 | $1.71M | Buy |
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|
2018
Q1 | $887K | Buy |
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|
2017
Q4 | $327K | Buy |
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|
2017
Q3 | $6K | Buy |
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