First Pacific 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.91M | Sell |
|
|||||
|
2025
Q2 | $2.16M | Sell |
|
|||||
|
2025
Q1 | $2.06M | Sell |
|
|||||
|
2024
Q4 | $2.38M | Buy |
|
|||||
|
2024
Q3 | $1.41M | Buy |
|
|||||
|
2024
Q2 | $493K | Sell |
|
|||||
|
2024
Q1 | $518K | Sell |
|
|||||
|
2023
Q4 | $504K | Sell |
|
|||||
|
2023
Q3 | $472K | Sell |
|
|||||
|
2023
Q2 | $495K | Sell |
|
|||||
|
2023
Q1 | $620K | Buy |
|
|||||
|
2022
Q4 | $335K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $202K | Sell |
|
|||||
|
2021
Q4 | $228K | Hold |
|
|||||
|
2021
Q3 | $206K | Sell |
|
|||||
|
2021
Q2 | $213K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $234K | Sell |
|
|||||
|
2020
Q3 | $212K | Buy |
|