LI
LVZ Inc’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 | $387K | Buy |
3,052
+86
| +3% | +$10.9K | 0.05% | 102 |
|
|
2025
Q1 | $341K | Hold |
2,966
| – | – | 0.04% | 103 |
|
|
2024
Q4 | $361K | Hold |
2,966
| – | – | 0.05% | 98 |
|
|
2024
Q3 | $357K | Hold |
2,966
| – | – | 0.05% | 97 |
|
|
2024
Q2 | $333K | Hold |
2,966
| – | – | 0.05% | 92 |
|
|
2024
Q1 | $324K | Buy |
2,966
+90
| +3% | +$9.83K | 0.04% | 94 |
|
|
2023
Q4 | $289K | Hold |
2,876
| – | – | 0.04% | 103 |
|
|
2023
Q3 | $259K | Hold |
2,876
| – | – | 0.04% | 92 |
|
|
2023
Q2 | $269K | Hold |
2,876
| – | – | 0.04% | 119 |
|
|
2023
Q1 | $252K | Hold |
2,876
| – | – | 0.04% | 116 |
|
|
2022
Q4 | $237K | Hold |
2,876
| – | – | 0.04% | 121 |
|
|
2022
Q3 | $218K | Buy |
2,876
+102
| +4% | +$7.73K | 0.04% | 103 |
|
|
2022
Q2 | $224K | Hold |
2,774
| – | – | 0.04% | 96 |
|
|
2022
Q1 | $269K | Hold |
2,774
| – | – | 0.04% | 90 |
|
|
2021
Q4 | $295K | Buy |
2,774
+47
| +2% | +$5K | 0.04% | 88 |
|
|
2021
Q3 | $262K | Sell |
2,727
-21
| -0.8% | -$2.02K | 0.04% | 87 |
|
|
2021
Q2 | $263K | Hold |
2,748
| – | – | 0.04% | 89 |
|
|
2021
Q1 | $241K | Hold |
2,748
| – | – | 0.04% | 94 |
|
|
2020
Q4 | $226K | Buy |
2,748
+1,374
| +100% | +$113K | 0.04% | 90 |
|
|
2020
Q3 | $202K | Buy |
+1,374
| New | +$202K | 0.04% | 79 |
|