Marino Stram & Associates’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 | $1.19M | Buy |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $1.14M | Buy |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $935K | Buy |
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|
2023
Q3 | $831K | Buy |
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|
2023
Q2 | $818K | Buy |
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|
2023
Q1 | $765K | Buy |
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|
2022
Q4 | $659K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $26K | Hold |
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|
2018
Q4 | $22K | Hold |
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|
2018
Q3 | $26K | Hold |
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|
2018
Q2 | $25K | Hold |
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|
2018
Q1 | $24K | Sell |
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|
2017
Q4 | $26K | Buy |
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