OneDigital 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 | $3.01M | Sell |
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|
2025
Q1 | $3.61M | Buy |
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|
2024
Q4 | $3.43M | Buy |
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|
2024
Q3 | $3.31M | Buy |
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|
2024
Q2 | $1.79M | Buy |
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|
2024
Q1 | $1.5M | Buy |
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|
2023
Q4 | $1.35M | Buy |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $755K | Buy |
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|
2023
Q1 | $626K | Buy |
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|
2022
Q4 | $289K | Buy |
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