Clear Creek Financial 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 | $265K | Hold |
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2025
Q1 | $240K | Hold |
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|
2024
Q4 | $254K | Sell |
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|
2024
Q3 | $285K | Hold |
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|
2024
Q2 | $266K | Sell |
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|
2024
Q1 | $474K | Sell |
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|
2023
Q4 | $755K | Sell |
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|
2023
Q3 | $761K | Hold |
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|
2023
Q2 | $788K | Hold |
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|
2023
Q1 | $739K | Sell |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $933K | Buy |
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|
2022
Q2 | $482K | Buy |
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