LP
LGL Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Buy |
2,492
+5
| +0.2% | +$645 | 0.14% | 43 |
|
|
2025
Q1 | $286K | Buy |
2,487
+7
| +0.3% | +$804 | 0.14% | 43 |
|
|
2024
Q4 | $302K | Buy |
2,480
+7
| +0.3% | +$851 | 0.04% | 91 |
|
|
2024
Q3 | $298K | Buy |
2,473
+9
| +0.4% | +$1.08K | 0.04% | 93 |
|
|
2024
Q2 | $277K | Buy |
2,464
+6
| +0.2% | +$674 | 0.04% | 89 |
|
|
2024
Q1 | $268K | Buy |
2,458
+7
| +0.3% | +$764 | 0.05% | 86 |
|
|
2023
Q4 | $246K | Buy |
2,451
+20
| +0.8% | +$2.01K | 0.03% | 89 |
|
|
2023
Q3 | $219K | Hold |
2,431
| – | – | 0.04% | 89 |
|
|
2023
Q2 | $228K | Buy |
2,431
+6
| +0.2% | +$562 | 0.04% | 91 |
|
|
2023
Q1 | $213K | Buy |
+2,425
| New | +$213K | 0.04% | 92 |
|