IFP 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
Q2 | – | Sell |
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|
2025
Q1 | $459 | Hold |
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|
2024
Q4 | $486 | Hold |
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|
2024
Q3 | $481 | Hold |
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|
2024
Q2 | $449 | Hold |
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|
2024
Q1 | $437 | Hold |
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|
2023
Q4 | $402 | Hold |
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|
2023
Q3 | $360 | Hold |
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|
2023
Q2 | $375 | Sell |
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|
2023
Q1 | $97.8K | Sell |
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|
2022
Q4 | $149K | Sell |
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|
2022
Q3 | $268K | Buy |
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|
2022
Q2 | $258K | Hold |
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|
2022
Q1 | $258K | Buy |
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|
2021
Q4 | $92K | Sell |
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|
2021
Q3 | $141K | Hold |
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|
2021
Q2 | $140K | Buy |
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|
2021
Q1 | $78K | Sell |
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|
2020
Q4 | $75K | Buy |
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|
2020
Q3 | $66K | Sell |
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|
2020
Q2 | $64K | Buy |
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|
2020
Q1 | $48K | Buy |
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|
2019
Q4 | $41K | Hold |
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|
2019
Q3 | $37K | Buy |
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|
2019
Q1 | $10K | Sell |
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|
2018
Q4 | $40K | Sell |
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|
2018
Q3 | $58K | Hold |
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|
2018
Q2 | $55K | Sell |
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|
2018
Q1 | $70K | Hold |
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|
2017
Q4 | $70K | Buy |
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|
2017
Q3 | $37K | Hold |
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|
2017
Q2 | $36K | Hold |
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|
2017
Q1 | $35K | Hold |
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|
2016
Q4 | $32K | Hold |
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|
2016
Q3 | $32K | Hold |
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|
2016
Q2 | $31K | Buy |
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|
2016
Q1 | $10K | Buy |
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|
2015
Q4 | $4K | Buy |
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