Litman Gregory Wealth Management’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 | $2M | Sell |
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|
2025
Q2 | $1.87M | Hold |
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|
2025
Q1 | $1.69M | Sell |
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|
2024
Q4 | $1.83M | Sell |
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|
2024
Q3 | $1.83M | Hold |
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|
2024
Q2 | $1.7M | Hold |
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|
2024
Q1 | $1.66M | Hold |
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|
2023
Q4 | $1.52M | Sell |
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|
2023
Q3 | $1.37M | Hold |
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|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.26M | Sell |
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|
2022
Q3 | $1.17M | Hold |
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|
2022
Q2 | $1.24M | Hold |
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|
2022
Q1 | $1.49M | Sell |
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|
2021
Q4 | $1.84M | Sell |
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|
2021
Q3 | $1.67M | Buy |
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|
2021
Q2 | $1.57K | Sell |
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|
2021
Q1 | $1.45M | Hold |
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|
2020
Q4 | $1.36M | Sell |
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|
2020
Q3 | $1.22M | Sell |
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|
2020
Q2 | $1.11M | Sell |
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|
2020
Q1 | $919K | Buy |
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|
2019
Q4 | $946K | Buy |
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|
2019
Q3 | $548K | Sell |
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|
2019
Q2 | $554K | Buy |
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|
2019
Q1 | $530K | Buy |
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|
2018
Q4 | $457K | Buy |
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|
2018
Q3 | $459K | Hold |
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|
2018
Q2 | $434K | Hold |
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|
2018
Q1 | $427K | Buy |
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|
2017
Q4 | $326 | Hold |
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|
2017
Q3 | $307K | Hold |
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|
2017
Q2 | $300K | Sell |
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|
2017
Q1 | $589K | Hold |
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|
2016
Q4 | $552K | Sell |
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|
2016
Q3 | $564K | Sell |
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|
2016
Q2 | $603K | Sell |
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|
2016
Q1 | $611K | Buy |
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|
2015
Q4 | $294K | Buy |
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