IAG Wealth Partners’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 | $261K | Buy |
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|
2025
Q1 | $213K | Hold |
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|
2024
Q4 | $226K | Sell |
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|
2024
Q3 | $236K | Sell |
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|
2024
Q2 | $232K | Buy |
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|
2024
Q1 | $209K | Sell |
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|
2023
Q4 | $221K | Sell |
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|
2023
Q3 | $226K | Hold |
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|
2023
Q2 | $235K | Sell |
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|
2023
Q1 | $238K | Buy |
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|
2022
Q4 | $182K | Sell |
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|
2022
Q3 | $177K | Sell |
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|
2022
Q2 | $209K | Buy |
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|
2022
Q1 | $249K | Buy |
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|
2021
Q4 | $252K | Sell |
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|
2021
Q3 | $230K | Hold |
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|
2021
Q2 | $229K | Hold |
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|
2021
Q1 | $210K | Hold |
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|
2020
Q4 | $197K | Sell |
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|
2020
Q3 | $187K | Hold |
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|
2020
Q2 | $171K | Buy |
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|
2020
Q1 | $107K | Buy |
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|
2019
Q4 | $108K | Buy |
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