Destination 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 | $3.96M | Buy |
|
|||||
|
2025
Q1 | $3.49M | Buy |
|
|||||
|
2024
Q4 | $3.62M | Sell |
|
|||||
|
2024
Q3 | $3.64M | Sell |
|
|||||
|
2024
Q2 | $3.44M | Sell |
|
|||||
|
2024
Q1 | $3.39M | Buy |
|
|||||
|
2023
Q4 | $3M | Sell |
|
|||||
|
2023
Q3 | $3M | Buy |
|
|||||
|
2023
Q2 | $2.92M | Sell |
|
|||||
|
2023
Q1 | $2.78M | Sell |
|
|||||
|
2022
Q4 | $2.77M | Buy |
|
|||||
|
2022
Q3 | $2.47M | Buy |
|
|||||
|
2022
Q2 | $2.37M | Sell |
|
|||||
|
2022
Q1 | $2.87M | Buy |
|
|||||
|
2021
Q4 | $2.99M | Buy |
|
|||||
|
2021
Q3 | $2.52M | Sell |
|
|||||
|
2021
Q2 | $2.61M | Buy |
|
|||||
|
2021
Q1 | $2.32M | Buy |
|
|||||
|
2020
Q4 | $2.13M | Sell |
|
|||||
|
2020
Q3 | $2.02M | Sell |
|
|||||
|
2020
Q2 | $2.08M | Sell |
|
|||||
|
2020
Q1 | $1.98M | Sell |
|
|||||
|
2019
Q4 | $3.21M | Buy |
|
|||||
|
2019
Q3 | $2.78M | Buy |
|
|||||
|
2019
Q2 | $2.51M | Buy |
|
|||||
|
2019
Q1 | $2.35M | Buy |
|
|||||
|
2018
Q4 | $1.82M | Buy |
|
|||||
|
2018
Q3 | $1.65M | Buy |
|
|||||
|
2018
Q2 | $1.53M | Sell |
|
|||||
|
2018
Q1 | $1.61M | Sell |
|
|||||
|
2017
Q4 | $1.72M | Buy |
|
|||||
|
2017
Q3 | $1.58M | Buy |
|
|||||
|
2017
Q2 | $1.35M | Buy |
|
|||||
|
2017
Q1 | $1.13M | Buy |
|
|||||
|
2016
Q4 | $944K | Buy |
|
|||||
|
2016
Q3 | $832K | Buy |
|
|||||
|
2016
Q2 | $774K | Buy |
|
|||||
|
2016
Q1 | $509K | Hold |
|
|||||
|
2015
Q4 | $509K | Buy |
|
|||||
|
2015
Q3 | $327K | Sell |
|
|||||
|
2015
Q2 | $439K | Buy |
|
|||||
|
2015
Q1 | $300K | Buy |
|
|||||
|
2014
Q4 | $291K | Buy |
|
|||||
|
2014
Q3 | $269K | Buy |
|
|||||
|
2014
Q2 | $252K | Buy |
|
|||||
|
2014
Q1 | $219K | Hold |
|
|||||
|
2013
Q4 | $215K | Buy |
|