J.W. Cole 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 | $1.83M | Buy |
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|
2025
Q1 | $786K | Sell |
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|
2024
Q4 | $1.97M | Sell |
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|
2024
Q3 | $1.97M | Buy |
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|
2024
Q2 | $1.79M | Sell |
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|
2024
Q1 | $1.83M | Buy |
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|
2023
Q4 | $1.66M | Buy |
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|
2023
Q3 | $1.26M | Sell |
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|
2023
Q2 | $1.37M | Sell |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $1.34M | Buy |
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|
2022
Q3 | $1.2M | Sell |
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|
2022
Q2 | $1.29M | Buy |
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|
2022
Q1 | $1.54M | Sell |
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|
2021
Q4 | $1.69M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $671K | Buy |
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|
2020
Q4 | $390K | Buy |
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