Cornerstone Wealth 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 | $2.05M | Sell |
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|
2025
Q1 | $2.2M | Sell |
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|
2024
Q4 | $2.38M | Sell |
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|
2024
Q3 | $2.49M | Sell |
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|
2024
Q2 | $2.32M | Buy |
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|
2024
Q1 | $2.25M | Buy |
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|
2023
Q4 | $2.04M | Buy |
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|
2023
Q3 | $1.81M | Sell |
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|
2023
Q2 | $1.99M | Buy |
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|
2023
Q1 | $1.7M | Buy |
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|
2022
Q3 | $1.45M | Sell |
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|
2022
Q2 | $1.59M | Buy |
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|
2022
Q1 | $1.88M | Sell |
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|
2021
Q4 | $2.32M | Buy |
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|
2021
Q3 | $1.98M | Buy |
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|
2021
Q2 | $1.94M | Sell |
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|
2021
Q1 | $1.78M | Buy |
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|
2020
Q4 | $1.63M | Buy |
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|
2020
Q3 | $1.4M | Sell |
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|
2020
Q2 | $1.33M | Sell |
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|
2020
Q1 | $1.11M | Buy |
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|
2019
Q4 | $1.21M | Buy |
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|
2019
Q3 | $710K | Buy |
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|
2019
Q2 | $647K | Buy |
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|
2019
Q1 | $1.58M | Sell |
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|
2018
Q4 | $515K | Sell |
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|
2018
Q3 | $4.12M | Sell |
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|
2018
Q2 | $4.6M | Buy |
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|
2018
Q1 | $474K | Buy |
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|
2017
Q4 | $376K | Sell |
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|
2017
Q3 | $436K | Buy |
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|
2017
Q2 | $371K | Buy |
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|
2017
Q1 | $319K | Buy |
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|
2016
Q4 | $214K | Buy |
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|
2016
Q1 | $268K | Buy |
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