Guerra Pan 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
Q2 | $320K | Hold |
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|
2025
Q1 | $290K | Sell |
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|
2024
Q4 | $323K | Sell |
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|
2024
Q3 | $321K | Hold |
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|
2024
Q2 | $299K | Hold |
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|
2024
Q1 | $291K | Hold |
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|
2023
Q4 | $268K | Hold |
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|
2023
Q3 | $240K | Hold |
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|
2023
Q2 | $249K | Hold |
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|
2023
Q1 | $234K | Hold |
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|
2022
Q4 | $219K | Hold |
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|
2022
Q3 | $205K | Hold |
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|
2022
Q2 | $236K | Hold |
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|
2022
Q1 | $239K | Sell |
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|
2021
Q4 | $307K | Buy |
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