GPS Wealth Strategies Group’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 | $161K | Sell |
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2025
Q1 | $154K | Sell |
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|
2024
Q4 | $166K | Sell |
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|
2024
Q3 | $165K | Sell |
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|
2024
Q2 | $175K | Buy |
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|
2024
Q1 | $73.1K | Hold |
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|
2023
Q4 | $67.3K | Hold |
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|
2023
Q3 | $60.3K | Sell |
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|
2023
Q2 | $110K | Hold |
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|
2023
Q1 | $103K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $89K | Hold |
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|
2022
Q2 | $94K | Hold |
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|
2022
Q1 | $113K | Hold |
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|
2021
Q4 | $124K | Hold |
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|
2021
Q3 | $112K | Hold |
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|
2021
Q2 | $112K | Buy |
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|
2021
Q1 | $12K | Buy |
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