Financial Connections Group’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 | $183K | Hold |
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|
2025
Q2 | $171K | Hold |
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|
2025
Q1 | $155K | Sell |
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|
2024
Q4 | $259K | Sell |
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|
2024
Q3 | $278K | Hold |
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|
2024
Q2 | $259K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $232K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $216K | Hold |
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|
2023
Q1 | $203K | Hold |
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|
2022
Q4 | $190K | Hold |
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|
2022
Q3 | $175K | Hold |
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|
2022
Q2 | $186K | Sell |
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|
2022
Q1 | $225K | Hold |
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|
2021
Q4 | $247K | Buy |
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