Guardian Wealth Advisors (North Carolina)’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.7K | Hold |
526
| – | – | ﹤0.01% | 383 |
|
|
2025
Q1 | $60.4K | Hold |
526
| – | – | ﹤0.01% | 369 |
|
|
2024
Q4 | $64K | Hold |
526
| – | – | 0.01% | 355 |
|
|
2024
Q3 | $63.3K | Hold |
526
| – | – | 0.01% | 301 |
|
|
2024
Q2 | $59.1K | Hold |
526
| – | – | 0.01% | 296 |
|
|
2024
Q1 | $57.4K | Hold |
526
| – | – | 0.01% | 312 |
|
|
2023
Q4 | $52.9K | Hold |
526
| – | – | 0.01% | 301 |
|
|
2023
Q3 | $47.5K | Hold |
526
| – | – | 0.01% | 295 |
|
|
2023
Q2 | $49.3K | Hold |
526
| – | – | 0.01% | 284 |
|
|
2023
Q1 | $46.2K | Hold |
526
| – | – | 0.01% | 277 |
|
|
2022
Q4 | $43.3K | Hold |
526
| – | – | 0.01% | 263 |
|
|
2022
Q3 | $40K | Hold |
526
| – | – | 0.01% | 242 |
|
|
2022
Q2 | $42K | Buy |
+526
| New | +$42K | 0.01% | 241 |
|