Farther Finance Advisors’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
Q3 | $812K | Buy |
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|
2025
Q2 | $757K | Sell |
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|
2025
Q1 | $996K | Buy |
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|
2024
Q4 | $82.3K | Sell |
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|
2024
Q3 | $87.1K | Buy |
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|
2024
Q2 | $58.1K | Sell |
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|
2024
Q1 | $112K | Buy |
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|
2023
Q4 | $81.5K | Buy |
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|
2023
Q3 | $49.1K | Hold |
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|
2023
Q2 | $51.1K | Hold |
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|
2023
Q1 | $47.9K | Hold |
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|
2022
Q4 | $44.9K | Buy |
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