Financial Network Wealth Management’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
Q1 | $3.79M | Sell |
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|
2024
Q4 | $4.03M | Sell |
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|
2024
Q3 | $4.07M | Hold |
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|
2024
Q2 | $3.8M | Sell |
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|
2024
Q1 | $3.77M | Sell |
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|
2023
Q4 | $3.57M | Buy |
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|
2023
Q3 | $2.63M | Buy |
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|
2023
Q2 | $2.65M | Sell |
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|
2023
Q1 | $2.47M | Buy |
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|
2022
Q4 | $2.3M | Buy |
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|
2022
Q3 | $411K | Hold |
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|
2022
Q2 | $436K | Hold |
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|
2022
Q1 | $524K | Hold |
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|
2021
Q4 | $575K | Hold |
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|
2021
Q3 | $519K | Hold |
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|
2021
Q2 | $517K | Hold |
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|
2021
Q1 | $475K | Hold |
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|
2020
Q4 | $445K | Buy |
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