MPW
MA Private Wealth’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $712K | Hold |
30,670
| – | – | 0.13% | 56 |
|
|
2025
Q1 | $707K | Hold |
30,670
| – | – | 0.13% | 53 |
|
|
2024
Q4 | $697K | Buy |
30,670
+100
| +0.3% | +$2.27K | 0.13% | 50 |
|
|
2024
Q3 | $727K | Buy |
30,570
+291
| +1% | +$6.92K | 0.14% | 48 |
|
|
2024
Q2 | $688K | Hold |
30,279
| – | – | 0.14% | 46 |
|
|
2024
Q1 | $696K | Hold |
30,279
| – | – | 0.14% | 46 |
|
|
2023
Q4 | $705K | Buy |
+30,279
| New | +$705K | 0.15% | 49 |
|
|
2023
Q3 | – | Sell |
-8,990
| Closed | -$204K | – | 74 |
|
|
2023
Q2 | $204K | Hold |
8,990
| – | – | 0.05% | 69 |
|
|
2023
Q1 | $207K | Buy |
+8,990
| New | +$207K | 0.05% | 65 |
|