Geneos 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
Q3 | $269K | Hold |
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|
2025
Q2 | $252K | Sell |
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|
2025
Q1 | $626K | Buy |
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|
2024
Q4 | $200K | Sell |
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|
2024
Q3 | $226K | Hold |
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|
2024
Q2 | $211K | Buy |
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|
2024
Q1 | $204K | Hold |
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|
2023
Q4 | $188K | Buy |
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|
2023
Q3 | $167K | Hold |
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|
2023
Q2 | $174K | Hold |
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|
2023
Q1 | $163K | Sell |
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|
2022
Q4 | $161K | Buy |
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|
2022
Q3 | $143K | Sell |
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|
2022
Q2 | $162K | Hold |
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|
2022
Q1 | $192K | Sell |
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|
2021
Q4 | $360K | Hold |
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|
2021
Q3 | $328K | Buy |
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|
2021
Q2 | $318K | Sell |
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|
2021
Q1 | $329K | Buy |
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|
2020
Q4 | $305K | Buy |
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|
2020
Q3 | $155K | Hold |
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|
2020
Q2 | $140K | Buy |
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|
2020
Q1 | $94K | Sell |
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|
2019
Q4 | $129K | Hold |
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|
2019
Q3 | $117K | Hold |
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|
2019
Q2 | $116K | Sell |
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|
2019
Q1 | $118K | Hold |
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|
2018
Q4 | $102K | Hold |
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|
2018
Q3 | $119K | Hold |
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|
2018
Q2 | $113K | Hold |
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|
2018
Q1 | $111K | Hold |
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|
2017
Q4 | $111K | Sell |
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|
2017
Q3 | $109K | Hold |
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|
2017
Q2 | $107K | Sell |
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|
2017
Q1 | $176K | Buy |
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|
2016
Q4 | $36K | Hold |
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|
2016
Q3 | $36K | Hold |
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|
2016
Q2 | $34K | Hold |
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|
2016
Q1 | $34K | Buy |
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