CIBC Private Wealth Group’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
Q4 | $44.2K | Hold |
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|
2025
Q3 | $43K | Hold |
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2025
Q2 | $40.2K | Hold |
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|
2025
Q1 | $32.3K | Hold |
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|
2024
Q4 | $38.8K | Hold |
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|
2024
Q3 | $38.2K | Sell |
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|
2024
Q2 | $47.6K | Sell |
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|
2024
Q1 | $59K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $6K | Hold |
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|
2018
Q1 | $6K | Hold |
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|
2017
Q4 | $6K | Buy |
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