LGL Partners’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
Q4 | $349K | Buy |
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|
2025
Q3 | $339K | Buy |
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|
2025
Q2 | $322K | Buy |
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|
2025
Q1 | $286K | Buy |
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|
2024
Q4 | $302K | Buy |
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|
2024
Q3 | $298K | Buy |
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|
2024
Q2 | $277K | Buy |
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|
2024
Q1 | $268K | Buy |
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|
2023
Q4 | $246K | Buy |
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|
2023
Q3 | $219K | Hold |
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|
2023
Q2 | $228K | Buy |
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|
2023
Q1 | $213K | Buy |
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