Integrated Wealth Concepts’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 | $1.89M | Buy |
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|
2025
Q1 | $1.48M | Sell |
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|
2024
Q4 | $1.63M | Sell |
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|
2024
Q3 | $1.63M | Sell |
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|
2024
Q2 | $1.57M | Buy |
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|
2024
Q1 | $1.53M | Sell |
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|
2023
Q4 | $1.47M | Buy |
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|
2023
Q3 | $1.25M | Sell |
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|
2023
Q2 | $1.35M | Sell |
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|
2023
Q1 | $1.3M | Sell |
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|
2022
Q4 | $1.23M | Buy |
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|
2022
Q3 | $1.11M | Buy |
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|
2022
Q2 | $343K | Buy |
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|
2022
Q1 | $345K | Buy |
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|
2021
Q4 | $315K | Buy |
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|
2021
Q3 | $282K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $272K | Buy |
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|
2020
Q2 | $231K | Buy |
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