Moneta Group Investment 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
Q2 | $948K | Sell |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $964K | Sell |
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|
2024
Q2 | $948K | Buy |
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|
2024
Q1 | $921K | Sell |
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|
2023
Q4 | $975K | Buy |
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|
2023
Q3 | $871K | Buy |
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|
2023
Q2 | $810K | Sell |
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|
2023
Q1 | $765K | Buy |
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|
2022
Q4 | $743K | Sell |
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|
2022
Q3 | $685K | Sell |
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|
2022
Q2 | $872K | Buy |
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|
2022
Q1 | $946K | Buy |
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|
2021
Q4 | $931K | Buy |
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|
2021
Q3 | $813K | Buy |
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|
2021
Q2 | $680K | Buy |
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|
2021
Q1 | $567K | Buy |
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|
2020
Q4 | $520K | Buy |
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|
2020
Q3 | $464K | Buy |
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|
2020
Q2 | $357K | Buy |
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|
2020
Q1 | $251K | Buy |
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|
2019
Q4 | $295K | Buy |
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|
2019
Q3 | $272K | Buy |
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|
2019
Q2 | $268K | Hold |
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|
2019
Q1 | $260K | Sell |
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|
2018
Q4 | $227K | Buy |
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|
2018
Q3 | $263K | Hold |
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|
2018
Q2 | $248K | Hold |
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|
2018
Q1 | $244K | Buy |
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|
2017
Q4 | $99K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $32K | Buy |
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