Elevation Wealth Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Hold |
150
| – | – | 0.01% | 324 |
|
|
2025
Q1 | $17.2K | Hold |
150
| – | – | 0.01% | 321 |
|
|
2024
Q4 | $18.2K | Hold |
150
| – | – | 0.01% | 317 |
|
|
2024
Q3 | $18.1K | Hold |
150
| – | – | 0.01% | 305 |
|
|
2024
Q2 | $16.9K | Hold |
150
| – | – | 0.01% | 303 |
|
|
2024
Q1 | $16.4K | Hold |
150
| – | – | 0.01% | 311 |
|
|
2023
Q4 | $13.5K | Buy |
+150
| New | +$13.5K | 0.01% | 308 |
|