Mason & Associates (California)’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 | $256K | Hold |
|
|||||
|
2025
Q1 | $232K | Hold |
|
|||||
|
2024
Q4 | $246K | Hold |
|
|||||
|
2024
Q3 | $243K | Sell |
|
|||||
|
2024
Q2 | $239K | Hold |
|
|||||
|
2024
Q1 | $233K | Sell |
|
|||||
|
2023
Q4 | $305K | Hold |
|
|||||
|
2023
Q3 | $273K | Hold |
|
|||||
|
2023
Q2 | $284K | Hold |
|
|||||
|
2023
Q1 | $266K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $202K | Buy |
|