Concord Wealth Partners’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 | – | Sell |
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|
2025
Q2 | $68.4K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $76.4K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $63K | Hold |
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|
2023
Q2 | $65.5K | Hold |
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|
2023
Q1 | $61.4K | Hold |
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|
2022
Q4 | $57.6K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $56K | Hold |
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|
2022
Q1 | $68K | Hold |
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|
2021
Q4 | $74K | Hold |
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|
2021
Q3 | $67K | Hold |
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|
2021
Q2 | $67K | Sell |
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|
2021
Q1 | $76K | Hold |
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|
2020
Q4 | $71K | Buy |
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