IAG Wealth Partners’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 | $261K | Buy |
2,059
+201
| +11% | +$25.5K | 0.03% | 102 |
|
|
2025
Q1 | $213K | Hold |
1,858
| – | – | 0.03% | 105 |
|
|
2024
Q4 | $226K | Sell |
1,858
-105
| -5% | -$12.8K | 0.04% | 94 |
|
|
2024
Q3 | $236K | Sell |
1,963
-105
| -5% | -$12.6K | 0.04% | 92 |
|
|
2024
Q2 | $232K | Buy |
2,068
+154
| +8% | +$17.3K | 0.05% | 87 |
|
|
2024
Q1 | $209K | Sell |
1,914
-285
| -13% | -$31.1K | 0.04% | 91 |
|
|
2023
Q4 | $221K | Sell |
2,199
-310
| -12% | -$31.2K | 0.05% | 78 |
|
|
2023
Q3 | $226K | Hold |
2,509
| – | – | 0.06% | 73 |
|
|
2023
Q2 | $235K | Sell |
2,509
-207
| -8% | -$19.4K | 0.06% | 79 |
|
|
2023
Q1 | $238K | Buy |
2,716
+505
| +23% | +$44.3K | 0.07% | 70 |
|
|
2022
Q4 | $182K | Sell |
2,211
-126
| -5% | -$10.4K | 0.05% | 76 |
|
|
2022
Q3 | $177K | Sell |
2,337
-255
| -10% | -$19.3K | 0.06% | 64 |
|
|
2022
Q2 | $209K | Buy |
2,592
+25
| +1% | +$2.02K | 0.07% | 61 |
|
|
2022
Q1 | $249K | Buy |
2,567
+197
| +8% | +$19.1K | 0.08% | 58 |
|
|
2021
Q4 | $252K | Sell |
2,370
-20
| -0.8% | -$2.13K | 0.08% | 53 |
|
|
2021
Q3 | $230K | Hold |
2,390
| – | – | 0.08% | 50 |
|
|
2021
Q2 | $229K | Hold |
2,390
| – | – | 0.08% | 46 |
|
|
2021
Q1 | $210K | Hold |
2,390
| – | – | 0.08% | 48 |
|
|
2020
Q4 | $197K | Sell |
2,390
-152
| -6% | -$12.5K | 0.08% | 53 |
|
|
2020
Q3 | $187K | Hold |
2,542
| – | – | 0.09% | 57 |
|
|
2020
Q2 | $171K | Buy |
2,542
+610
| +32% | +$41K | 0.08% | 52 |
|
|
2020
Q1 | $107K | Buy |
1,932
+328
| +20% | +$18.2K | 0.07% | 62 |
|
|
2019
Q4 | $108K | Buy |
+1,604
| New | +$108K | 0.07% | 63 |
|