Integrity Financial’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 | $30.2K | Hold |
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|
2025
Q1 | $27.4K | Sell |
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|
2024
Q4 | $37.5K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $26.9K | Hold |
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|
2023
Q2 | $28K | Buy |
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|
2023
Q1 | $25K | Buy |
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|
2022
Q4 | $11.7K | Hold |
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|
2022
Q3 | $11K | Hold |
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|
2022
Q2 | $11K | Hold |
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|
2022
Q1 | $14K | Hold |
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|
2021
Q4 | $15K | Buy |
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