DB Wealth Management Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $35.8K | Hold |
356
| – | – | 0.02% | 188 |
|
|
2023
Q3 | $32K | Hold |
356
| – | – | 0.02% | 186 |
|
|
2023
Q2 | $33.3K | Hold |
356
| – | – | 0.02% | 179 |
|
|
2023
Q1 | $31.2K | Sell |
356
-23
| -6% | -$2.02K | 0.02% | 184 |
|
|
2022
Q4 | $31.2K | Hold |
379
| – | – | 0.02% | 183 |
|
|
2022
Q3 | $29K | Hold |
379
| – | – | 0.02% | 194 |
|
|
2022
Q2 | $31K | Sell |
379
-27
| -7% | -$2.21K | 0.02% | 193 |
|
|
2022
Q1 | $39K | Hold |
406
| – | – | 0.02% | 188 |
|
|
2021
Q4 | $43K | Hold |
406
| – | – | 0.03% | 174 |
|
|
2021
Q3 | $39K | Hold |
406
| – | – | 0.03% | 179 |
|
|
2021
Q2 | $39K | Hold |
406
| – | – | 0.03% | 173 |
|
|
2021
Q1 | $36K | Hold |
406
| – | – | 0.02% | 184 |
|
|
2020
Q4 | $33K | Buy |
+406
| New | +$33K | 0.02% | 182 |
|