Fusion Family Wealth’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
Q2 | $366K | Hold |
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|
2025
Q1 | $331K | Hold |
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|
2024
Q4 | $351K | Sell |
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|
2024
Q3 | $374K | Hold |
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|
2024
Q2 | $350K | Hold |
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|
2024
Q1 | $340K | Hold |
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|
2023
Q4 | $313K | Hold |
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|
2023
Q3 | $280K | Hold |
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|
2023
Q2 | $291K | Hold |
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|
2023
Q1 | $273K | Hold |
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|
2022
Q4 | $256K | Buy |
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|
2022
Q3 | $230K | Sell |
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|
2022
Q2 | $252K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $322K | Buy |
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|
2021
Q3 | $230K | Hold |
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|
2021
Q2 | $229K | Hold |
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|
2021
Q1 | $211K | Hold |
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|
2020
Q4 | $198K | Hold |
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|
2020
Q3 | $177K | Hold |
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|
2020
Q2 | $161K | Hold |
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|
2020
Q1 | $132K | Hold |
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|
2019
Q4 | $161K | Hold |
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|
2019
Q3 | $148K | Hold |
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|
2019
Q2 | $146K | Hold |
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|
2019
Q1 | $142K | Hold |
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|
2018
Q4 | $124K | Hold |
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|
2018
Q3 | $143K | Sell |
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|
2018
Q2 | $141K | Sell |
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|
2018
Q1 | $172K | Hold |
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|
2017
Q4 | $172K | Hold |
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|
2017
Q3 | $162K | Hold |
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|
2017
Q2 | $159K | Hold |
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|
2017
Q1 | $152K | Hold |
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|
2016
Q4 | $144K | Buy |
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