McKinley Carter Wealth Services’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 | $213K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $205K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $299K | Sell |
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|
2020
Q3 | $285K | Sell |
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|
2020
Q2 | $284K | Buy |
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|
2020
Q1 | $232K | Sell |
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|
2019
Q4 | $284K | Sell |
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|
2019
Q3 | $275K | Buy |
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|
2019
Q2 | $270K | Sell |
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|
2019
Q1 | $263K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $68K | Buy |
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