Modera 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
Q3 | $742K | Hold |
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|
2025
Q2 | $694K | Hold |
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|
2025
Q1 | $629K | Buy |
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|
2024
Q4 | $663K | Buy |
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|
2024
Q3 | $645K | Sell |
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|
2024
Q2 | $673K | Sell |
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|
2024
Q1 | $700K | Sell |
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|
2023
Q4 | $647K | Buy |
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|
2023
Q3 | $572K | Hold |
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|
2023
Q2 | $596K | Buy |
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|
2023
Q1 | $340K | Hold |
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|
2022
Q4 | $319K | Buy |
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|
2022
Q3 | $290K | Sell |
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|
2022
Q2 | $434K | Buy |
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|
2022
Q1 | $371K | Buy |
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|
2021
Q4 | $402K | Buy |
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|
2021
Q3 | $353K | Hold |
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|
2021
Q2 | $351K | Sell |
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|
2021
Q1 | $335K | Buy |
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|
2020
Q4 | $303K | Hold |
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|
2020
Q3 | $271K | Hold |
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|
2020
Q2 | $246K | Hold |
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|
2020
Q1 | $202K | Hold |
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|
2019
Q4 | $246K | Hold |
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|
2019
Q3 | $227K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $217K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $494K | Hold |
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|
2013
Q4 | $486K | Hold |
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|
2013
Q3 | $448K | Hold |
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|
2013
Q2 | $428K | Buy |
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