One Wealth 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 | $2.17M | Sell |
|
|||||
|
2025
Q1 | $2M | Buy |
|
|||||
|
2024
Q4 | $2.11M | Sell |
|
|||||
|
2024
Q3 | $2.09M | Sell |
|
|||||
|
2024
Q2 | $1.99M | Buy |
|
|||||
|
2024
Q1 | $1.93M | Sell |
|
|||||
|
2023
Q4 | $1.78M | Sell |
|
|||||
|
2023
Q3 | $1.65M | Buy |
|
|||||
|
2023
Q2 | $1.64M | Sell |
|
|||||
|
2023
Q1 | $1.54M | Sell |
|
|||||
|
2022
Q4 | $1.48M | Sell |
|
|||||
|
2022
Q3 | $1.39M | Buy |
|
|||||
|
2022
Q2 | $1.39M | Buy |
|