Hilltop 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 | $5.82M | Sell |
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|
2025
Q2 | $5.48M | Buy |
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|
2025
Q1 | $4.91M | Sell |
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|
2024
Q4 | $5.34M | Sell |
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|
2024
Q3 | $5.37M | Buy |
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|
2024
Q2 | $1.82M | Sell |
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|
2024
Q1 | $1.9M | Sell |
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|
2023
Q4 | $1.92M | Sell |
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|
2023
Q3 | $1.76M | Buy |
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|
2023
Q2 | $1.79M | Sell |
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|
2023
Q1 | $1.91M | Buy |
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|
2022
Q4 | $1.79M | Buy |
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|
2022
Q3 | $614K | Sell |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | $1.2M | Buy |
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|
2021
Q3 | $820K | Buy |
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|
2021
Q2 | $621K | Buy |
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|
2021
Q1 | $516K | Buy |
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|
2020
Q4 | $377K | Buy |
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