Kelman-Lazarov Inc’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 | $345K | Hold |
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|
2025
Q1 | $313K | Buy |
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|
2024
Q4 | $211K | Hold |
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|
2024
Q3 | $209K | Sell |
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|
2024
Q2 | $255K | Sell |
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|
2024
Q1 | $254K | Sell |
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|
2023
Q4 | $239K | Sell |
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|
2023
Q3 | $215K | Sell |
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|
2023
Q2 | $224K | Sell |
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|
2023
Q1 | $211K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $248K | Sell |
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|
2022
Q2 | $295K | Buy |
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|
2022
Q1 | $301K | Buy |
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|
2021
Q4 | $314K | Sell |
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|
2021
Q3 | $305K | Buy |
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|
2021
Q2 | $207K | Buy |
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