FAS Wealth Partners’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 | $83.9K | Buy |
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|
2025
Q2 | $78.2K | Buy |
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|
2025
Q1 | $70.7K | Sell |
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|
2024
Q4 | $99K | Sell |
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|
2024
Q3 | $100K | Buy |
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|
2024
Q2 | $90.9K | Buy |
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|
2024
Q1 | $88.1K | Buy |
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|
2023
Q4 | $80.8K | Sell |
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|
2023
Q3 | $100K | Hold |
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|
2023
Q2 | $104K | Buy |
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|
2023
Q1 | $97.5K | Buy |
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|
2022
Q4 | $91.1K | Buy |
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|
2022
Q3 | $83K | Hold |
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|
2022
Q2 | $88K | Buy |
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|
2022
Q1 | $106K | Buy |
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|
2021
Q4 | $116K | Sell |
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|
2021
Q3 | $161K | Hold |
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|
2021
Q2 | $161K | Buy |
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|
2021
Q1 | $147K | Hold |
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|
2020
Q4 | $138K | Buy |
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|
2020
Q3 | $123K | Buy |
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|
2020
Q2 | $111K | Buy |
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|
2020
Q1 | $90K | Hold |
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|
2019
Q4 | $110K | Buy |
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