Mission 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 | $54.9M | Sell |
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2025
Q1 | $55.6M | Buy |
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2024
Q4 | $56.1M | Buy |
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2024
Q3 | $55.5M | Buy |
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2024
Q2 | $50.8M | Sell |
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2024
Q1 | $52.2M | Buy |
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2023
Q4 | $43.8M | Sell |
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2023
Q3 | $40.6M | Buy |
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2023
Q2 | $40.1M | Buy |
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2023
Q1 | $36.1M | Buy |
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2022
Q4 | $31.9M | Sell |
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2022
Q3 | $31M | Buy |
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2022
Q2 | $32M | Buy |
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2022
Q1 | $33.4M | Buy |
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2021
Q4 | $34M | Buy |
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2021
Q3 | $27.8M | Buy |
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2021
Q2 | $26.7M | Buy |
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2021
Q1 | $22.9M | Buy |
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2020
Q4 | $19.6M | Buy |
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2020
Q3 | $16.3M | Buy |
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2020
Q2 | $13.8M | Buy |
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2020
Q1 | $10.3M | Buy |
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2019
Q4 | $11.6M | Buy |
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2019
Q3 | $9.21M | Buy |
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2019
Q2 | $8.22M | Buy |
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2019
Q1 | $5.45M | Buy |
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2018
Q4 | $3.85M | Buy |
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2018
Q3 | $4.38M | Buy |
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2018
Q2 | $3.29M | Buy |
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2018
Q1 | $2.4M | Buy |
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2017
Q4 | $730K | Buy |
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2017
Q3 | $326K | Buy |
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2017
Q2 | $233K | Hold |
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2017
Q1 | $224K | Hold |
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2016
Q4 | $210K | Sell |
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2016
Q3 | $212K | Hold |
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2016
Q2 | $201K | Buy |
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2015
Q3 | – | Sell |
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2015
Q2 | $222K | Buy |
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