Clearstead Advisors’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 | $1.51M | Sell |
|
|||||
|
2025
Q1 | $1.41M | Hold |
|
|||||
|
2024
Q4 | $1.49M | Hold |
|
|||||
|
2024
Q3 | $1.48M | Hold |
|
|||||
|
2024
Q2 | $1.38M | Buy |
|
|||||
|
2024
Q1 | $972K | Hold |
|
|||||
|
2023
Q4 | $902K | Sell |
|
|||||
|
2023
Q3 | $1.61M | Buy |
|
|||||
|
2023
Q2 | $840K | Hold |
|
|||||
|
2023
Q1 | $787K | Hold |
|
|||||
|
2022
Q4 | $738K | Hold |
|
|||||
|
2022
Q3 | $681K | Buy |
|
|||||
|
2022
Q2 | $722K | Hold |
|
|||||
|
2022
Q1 | $866K | Hold |
|
|||||
|
2021
Q4 | $951K | Buy |
|
|||||
|
2021
Q3 | $10K | Hold |
|
|||||
|
2021
Q2 | $10K | Hold |
|
|||||
|
2021
Q1 | $9K | Hold |
|
|||||
|
2020
Q4 | $8K | Buy |
|
|||||
|
2020
Q3 | $5K | Hold |
|
|||||
|
2020
Q2 | $5K | Hold |
|
|||||
|
2020
Q1 | $4K | Buy |
|