LGT Financial Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-141
| Closed | -$17K | – | 767 |
|
|
2024
Q3 | $17K | Hold |
141
| – | – | 0.04% | 311 |
|
|
2024
Q2 | $15.8K | Hold |
141
| – | – | 0.03% | 366 |
|
|
2024
Q1 | $15.3K | Buy |
141
+1
| +0.7% | +$109 | 0.02% | 415 |
|
|
2023
Q4 | $14.1K | Buy |
140
+1
| +0.7% | +$101 | 0.02% | 414 |
|
|
2023
Q3 | $12.5K | Buy |
+139
| New | +$12.5K | 0.02% | 438 |
|