Morris Financial Concepts’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 | $739K | Sell |
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|
2025
Q2 | $704K | Buy |
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|
2025
Q1 | $562K | Sell |
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|
2024
Q4 | $625K | Buy |
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|
2024
Q3 | $604K | Sell |
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|
2024
Q2 | $604K | Buy |
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|
2024
Q1 | $543K | Buy |
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|
2023
Q4 | $393K | Buy |
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|
2023
Q3 | $350K | Buy |
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|
2023
Q2 | $333K | Buy |
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|
2023
Q1 | $281K | Buy |
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|
2022
Q4 | $173K | Sell |
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|
2022
Q3 | $196K | Buy |
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|
2022
Q2 | $22K | Buy |
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|
2022
Q1 | $19K | Buy |
|