Marks Group Wealth Management’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 | $618K | Hold |
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|
2025
Q1 | $560K | Hold |
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|
2024
Q4 | $593K | Hold |
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|
2024
Q3 | $587K | Hold |
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|
2024
Q2 | $548K | Hold |
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|
2024
Q1 | $533K | Hold |
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|
2023
Q4 | $490K | Hold |
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|
2023
Q3 | $439K | Hold |
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|
2023
Q2 | $457K | Sell |
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|
2023
Q1 | $579K | Hold |
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|
2022
Q4 | $543K | Hold |
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|
2022
Q3 | $500K | Hold |
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|
2022
Q2 | $532K | Hold |
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|
2022
Q1 | $638K | Hold |
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|
2021
Q4 | $701K | Buy |
|