Heritage Wealth Advisors’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 | $20.9K | Hold |
165
| – | – | ﹤0.01% | 368 |
|
|
2025
Q1 | $19K | Sell |
165
-7
| -4% | -$804 | ﹤0.01% | 373 |
|
|
2024
Q4 | $20.9K | Hold |
172
| – | – | ﹤0.01% | 383 |
|
|
2024
Q3 | $20.7K | Hold |
172
| – | – | ﹤0.01% | 395 |
|
|
2024
Q2 | $19.3K | Hold |
172
| – | – | ﹤0.01% | 378 |
|
|
2024
Q1 | $18.8K | Hold |
172
| – | – | ﹤0.01% | 401 |
|
|
2023
Q4 | $17.3K | Buy |
+172
| New | +$17.3K | ﹤0.01% | 418 |
|