LVZ Inc’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
Q2 | $387K | Buy |
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|
2025
Q1 | $341K | Hold |
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|
2024
Q4 | $361K | Hold |
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|
2024
Q3 | $357K | Hold |
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|
2024
Q2 | $333K | Hold |
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|
2024
Q1 | $324K | Buy |
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|
2023
Q4 | $289K | Hold |
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|
2023
Q3 | $259K | Hold |
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|
2023
Q2 | $269K | Hold |
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|
2023
Q1 | $252K | Hold |
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|
2022
Q4 | $237K | Hold |
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|
2022
Q3 | $218K | Buy |
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|
2022
Q2 | $224K | Hold |
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|
2022
Q1 | $269K | Hold |
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|
2021
Q4 | $295K | Buy |
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|
2021
Q3 | $262K | Sell |
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|
2021
Q2 | $263K | Hold |
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|
2021
Q1 | $241K | Hold |
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|
2020
Q4 | $226K | Hold |
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|
2020
Q3 | $202K | Buy |
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