JFS Wealth 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 | $243K | Hold |
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|
2025
Q1 | $220K | Sell |
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|
2024
Q4 | $259K | Sell |
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|
2024
Q3 | $319K | Hold |
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|
2024
Q2 | $298K | Hold |
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|
2024
Q1 | $289K | Hold |
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|
2023
Q4 | $266K | Hold |
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|
2023
Q3 | $238K | Hold |
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|
2023
Q2 | $248K | Sell |
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|
2023
Q1 | $307K | Hold |
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|
2022
Q4 | $288K | Hold |
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|
2022
Q3 | $266K | Hold |
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|
2022
Q2 | $282K | Hold |
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|
2022
Q1 | $339K | Hold |
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|
2021
Q4 | $372K | Hold |
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|
2021
Q3 | $336K | Hold |
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|
2021
Q2 | $334K | Buy |
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