HCR 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
Q3 | $348K | Buy |
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|
2025
Q2 | $320K | Sell |
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|
2025
Q1 | $296K | Hold |
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|
2024
Q4 | $313K | Sell |
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|
2024
Q3 | $316K | Buy |
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|
2024
Q2 | $284K | Hold |
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|
2024
Q1 | $276K | Hold |
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|
2023
Q4 | $254K | Buy |
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|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $234K | Hold |
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|
2023
Q1 | $219K | Hold |
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|
2022
Q4 | $206K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Hold |
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|
2022
Q1 | $242K | Hold |
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|
2021
Q4 | $266K | Hold |
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|
2021
Q3 | $240K | Hold |
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|
2021
Q2 | $239K | Sell |
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|
2021
Q1 | $246K | Buy |
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|
2020
Q4 | $206K | Hold |
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|
2020
Q3 | $184K | Hold |
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|
2020
Q2 | $168K | Hold |
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|
2020
Q1 | $137K | Hold |
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|
2019
Q4 | $168K | Buy |
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