Epstein & White Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $450K | Buy |
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|
2021
Q1 | $357K | Buy |
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|
2020
Q4 | $331K | Buy |
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|
2020
Q3 | $282K | Buy |
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|
2020
Q2 | $253K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $236K | Sell |
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|
2019
Q3 | $222K | Hold |
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|
2019
Q2 | $218K | Buy |
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|
2019
Q1 | $209K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $203K | Buy |
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