McClarren Financial Advisors’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
Q3 | $969K | Sell |
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|
2025
Q2 | $904K | Buy |
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|
2025
Q1 | $817K | Buy |
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|
2024
Q4 | $528K | Sell |
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|
2024
Q3 | $12.3K | Buy |
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|
2024
Q2 | $795K | Sell |
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|
2024
Q1 | $775K | Buy |
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|
2023
Q4 | $710K | Buy |
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|
2023
Q3 | $630K | Sell |
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|
2023
Q2 | $656K | Buy |
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|
2023
Q1 | $613K | Buy |
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|
2022
Q4 | $573K | Buy |
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|
2022
Q3 | $526K | Buy |
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|
2022
Q2 | $556K | Buy |
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|
2022
Q1 | $665K | Buy |
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|
2021
Q4 | $730K | Buy |
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|
2021
Q3 | $656K | Buy |
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|
2021
Q2 | $651K | Buy |
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|
2021
Q1 | $598K | Buy |
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|
2020
Q4 | $558K | Buy |
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