CreativeOne Wealth’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
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $226K | Sell |
|
|||||
|
2024
Q3 | $231K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $259K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $207K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $245K | Sell |
|
|||||
|
2022
Q2 | $370K | Buy |
|
|||||
|
2022
Q1 | $400K | Sell |
|
|||||
|
2021
Q4 | $488K | Buy |
|
|||||
|
2021
Q3 | $363K | Buy |
|
|||||
|
2021
Q2 | $326K | Buy |
|
|||||
|
2021
Q1 | $270K | Buy |
|