Meridian Financial’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 | $583K | Sell |
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|
2025
Q2 | $598K | Sell |
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2025
Q1 | $565K | Sell |
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|
2024
Q4 | $610K | Sell |
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|
2024
Q3 | $658K | Hold |
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|
2024
Q2 | $614K | Sell |
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|
2024
Q1 | $619K | Sell |
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|
2023
Q4 | $615K | Buy |
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|
2023
Q3 | $546K | Sell |
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|
2023
Q2 | $587K | Sell |
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|
2023
Q1 | $559K | Sell |
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|
2022
Q4 | $590K | Sell |
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|
2022
Q3 | $590K | Sell |
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|
2022
Q2 | $675K | Sell |
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|
2022
Q1 | $827K | Hold |
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|
2021
Q4 | $908K | Buy |
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