Gerber Kawasaki Wealth & Investment 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
Q2 | $1.23M | Buy |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.1M | Sell |
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|
2024
Q1 | $1.15M | Sell |
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|
2023
Q4 | $1.17M | Buy |
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|
2023
Q3 | $939K | Sell |
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|
2023
Q2 | $999K | Buy |
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|
2023
Q1 | $917K | Sell |
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|
2022
Q4 | $869K | Buy |
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|
2022
Q3 | $720K | Sell |
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|
2022
Q2 | $1.62M | Buy |
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|
2022
Q1 | $836K | Buy |
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|
2021
Q4 | $803K | Buy |
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|
2021
Q3 | $32K | Sell |
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|
2021
Q2 | $405K | Buy |
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|
2021
Q1 | $269K | Buy |
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|
2020
Q4 | $251K | Buy |
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