Crewe 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
Q2 | $94.3K | Hold |
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2025
Q1 | $85.5K | Hold |
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|
2024
Q4 | $90.5K | Sell |
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|
2024
Q3 | $95K | Hold |
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|
2024
Q2 | $88.7K | Hold |
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|
2024
Q1 | $86.1K | Sell |
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|
2023
Q4 | $81.5K | Hold |
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|
2023
Q3 | $73K | Hold |
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|
2023
Q2 | $75.9K | Hold |
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|
2023
Q1 | $71.2K | Hold |
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|
2022
Q4 | $66.8K | Hold |
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|
2022
Q3 | $62K | Buy |
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