Grand 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 | $10K | Hold |
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|
2025
Q2 | $9.38K | Hold |
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|
2025
Q1 | $8.5K | Hold |
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|
2024
Q4 | $9K | Sell |
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|
2024
Q3 | $10.1K | Hold |
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|
2024
Q2 | $9.44K | Sell |
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|
2024
Q1 | $581K | Hold |
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|
2023
Q4 | $535K | Hold |
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|
2023
Q3 | $479K | Hold |
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|
2023
Q2 | $499K | Hold |
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|
2023
Q1 | $467K | Hold |
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|
2022
Q4 | $438K | Sell |
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|
2022
Q3 | $410K | Hold |
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|
2022
Q2 | $436K | Buy |
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|
2022
Q1 | $507K | Hold |
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|
2021
Q4 | $557K | Buy |
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