GGM Wealth Advisors’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
Q1
Sell
2024
Q4
$201K Buy
2022
Q2
Sell
2022
Q1
$1.09M Hold
2021
Q4
$1.19M Hold
2021
Q3
$1.18M Hold
2021
Q2
$1.1M Buy
2021
Q1
$1.04M Buy