Opal 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
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $116K | Buy |
|
|||||
|
2025
Q1 | $104K | Sell |
|
|||||
|
2024
Q4 | $301K | Sell |
|
|||||
|
2024
Q3 | $334K | Sell |
|
|||||
|
2024
Q2 | $342K | Buy |
|
|||||
|
2024
Q1 | $327K | Buy |
|
|||||
|
2023
Q4 | $293K | Sell |
|
|||||
|
2023
Q3 | $267K | Sell |
|
|||||
|
2023
Q2 | $321K | Buy |
|
|||||
|
2023
Q1 | $298K | Sell |
|
|||||
|
2022
Q4 | $291K | Buy |
|
|||||
|
2022
Q3 | $268K | Sell |
|
|||||
|
2022
Q2 | $503K | Sell |
|
|||||
|
2022
Q1 | $614K | Sell |
|
|||||
|
2021
Q4 | $768K | Buy |
|
|||||
|
2021
Q3 | $618K | Buy |
|
|||||
|
2021
Q2 | $576K | Sell |
|
|||||
|
2021
Q1 | $548K | Buy |
|
|||||
|
2020
Q4 | $491K | Buy |
|