Long Run Wealth Advisors’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 | $3.93M | Sell |
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|
2025
Q2 | $3.86M | Sell |
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|
2025
Q1 | $3.69M | Buy |
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|
2024
Q4 | $3.91M | Sell |
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|
2024
Q3 | $4.08M | Sell |
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|
2024
Q2 | $3.87M | Sell |
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|
2024
Q1 | $4.52M | Sell |
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|
2023
Q4 | $4.29M | Sell |
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|
2023
Q3 | $4.01M | Sell |
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|
2023
Q2 | $4.44M | Sell |
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|
2023
Q1 | $4.27M | Buy |
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|
2022
Q4 | $3.68M | Buy |
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|
2022
Q3 | $3.18M | Buy |
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|
2022
Q2 | $3.29M | Buy |
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|
2022
Q1 | $3.6M | Buy |
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|
2021
Q4 | $3.81M | Buy |
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