Dakota Wealth Management’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 | $317K | Buy |
|
|||||
|
2025
Q1 | $287K | Buy |
|
|||||
|
2024
Q4 | $303K | Buy |
|
|||||
|
2024
Q3 | $300K | Buy |
|
|||||
|
2024
Q2 | $279K | Buy |
|
|||||
|
2024
Q1 | $271K | Buy |
|
|||||
|
2023
Q4 | $249K | Buy |
|
|||||
|
2023
Q3 | $221K | Hold |
|
|||||
|
2023
Q2 | $230K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $242K | Hold |
|
|||||
|
2016
Q4 | $226K | Hold |
|
|||||
|
2016
Q3 | $224K | Hold |
|
|||||
|
2016
Q2 | $213K | Hold |
|
|||||
|
2016
Q1 | $209K | Hold |
|
|||||
|
2015
Q4 | $205K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $209K | Hold |
|
|||||
|
2015
Q1 | $211K | Hold |
|
|||||
|
2014
Q4 | $212K | Buy |
|