Coston McIsaac & 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
Q2 | $42K | Hold |
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|
2025
Q1 | $38K | Sell |
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|
2024
Q4 | $70K | Buy |
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|
2024
Q3 | $69 | Buy |
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|
2024
Q2 | $64K | Buy |
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|
2024
Q1 | $62K | Buy |
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|
2023
Q4 | $57K | Buy |
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|
2023
Q3 | $51K | Hold |
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|
2023
Q2 | $53K | Buy |
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|
2023
Q1 | $49K | Buy |
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|
2022
Q4 | $46 | Buy |
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|
2022
Q3 | $42K | Hold |
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|
2022
Q2 | $45K | Buy |
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