CWS Financial 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 | $559K | Buy |
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|
2025
Q1 | $506K | Buy |
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|
2024
Q4 | $534K | Sell |
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|
2024
Q3 | $594K | Sell |
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|
2024
Q2 | $561K | Buy |
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|
2024
Q1 | $544K | Buy |
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|
2023
Q4 | $500K | Sell |
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|
2023
Q3 | $462K | Sell |
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|
2023
Q2 | $481K | Buy |
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|
2023
Q1 | $444K | Buy |
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|
2022
Q4 | $430K | Buy |
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|
2022
Q3 | $367K | Hold |
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|
2022
Q2 | $390K | Buy |
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|
2022
Q1 | $467K | Buy |
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|
2021
Q4 | $512K | Buy |
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|
2021
Q2 | $465K | Sell |
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|
2021
Q1 | $430K | Hold |
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|
2020
Q4 | $403K | Sell |
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|
2020
Q3 | $373K | Sell |
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|
2020
Q2 | $353K | Buy |
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|
2020
Q1 | $258K | Hold |
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|
2019
Q4 | $258K | Buy |
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