D.J. St. Germain’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
Q3 | $58.5K | Hold |
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|
2025
Q2 | $54.6K | Hold |
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|
2025
Q1 | $49.5K | Hold |
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|
2024
Q4 | $52.4K | Hold |
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|
2024
Q3 | $51.9K | Hold |
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|
2024
Q2 | $48.4K | Hold |
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|
2024
Q1 | $47.1K | Hold |
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|
2023
Q4 | $43.3K | Buy |
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|
2022
Q4 | $1.18M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.05M | Buy |
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|
2021
Q3 | $819K | Buy |
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|
2021
Q2 | $527K | Hold |
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|
2021
Q1 | $485K | Buy |
|