CoreCap 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
Q3 | $64.8K | Hold |
|
|||||
|
2025
Q2 | $60.6K | Hold |
|
|||||
|
2025
Q1 | $54.9K | Hold |
|
|||||
|
2024
Q4 | $58.1K | Hold |
|
|||||
|
2024
Q3 | $57.5K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $52.2K | Buy |
|
|||||
|
2022
Q4 | $39.3K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $39K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $51K | Buy |
|