Focus Financial Network’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
$313K Sell
2025
Q2
$302K Hold
2025
Q1
$274K Buy
2024
Q4
$289K Sell
2024
Q3
$310K Buy
2024
Q2
$297K Sell
2024
Q1
$266K Sell
2023
Q4
$293K Sell
2023
Q3
$268K Sell
2023
Q2
$280K Buy
2021
Q1
Sell
2020
Q4
$235K Sell
2020
Q3
$217K Buy
2020
Q1
Sell
2019
Q4
$222K Sell
2019
Q3
$215K Sell
2019
Q2
$212K Buy
2019
Q1
$206K Buy