Kesler Norman & Wride’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
Q3 | $567K | Hold |
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|
2025
Q2 | $591K | Hold |
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|
2025
Q1 | $536K | Hold |
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|
2024
Q4 | $567K | Hold |
|
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|
2024
Q3 | $561K | Hold |
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|
2024
Q2 | $524K | Hold |
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|
2024
Q1 | $509K | Hold |
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|
2023
Q4 | $469K | Hold |
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|
2023
Q3 | $419K | Hold |
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|
2023
Q2 | $437K | Hold |
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|
2023
Q1 | $409K | Hold |
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|
2022
Q4 | $384K | Hold |
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|
2022
Q3 | $354K | Hold |
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|
2022
Q2 | $376K | Sell |
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|
2022
Q1 | $456K | Hold |
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|
2021
Q4 | $500K | Hold |
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|
2021
Q3 | $451K | Hold |
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|
2021
Q2 | $462K | Hold |
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|
2021
Q1 | $413K | Hold |
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|
2020
Q4 | $387K | Buy |
|