Oxford Financial Group’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 | $380K | Hold |
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|
2025
Q1 | $344K | Hold |
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|
2024
Q4 | $365K | Hold |
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|
2024
Q3 | $361K | Hold |
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|
2024
Q2 | $337K | Hold |
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|
2024
Q1 | $327K | Hold |
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|
2023
Q4 | $301K | Sell |
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|
2023
Q3 | $279K | Hold |
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|
2023
Q2 | $291K | Hold |
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|
2023
Q1 | $273K | Sell |
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|
2022
Q4 | $536K | Sell |
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|
2022
Q3 | $665K | Sell |
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|
2022
Q2 | $894K | Sell |
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|
2022
Q1 | $1.24M | Buy |
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|
2021
Q4 | $660K | Sell |
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|
2021
Q3 | $596K | Hold |
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|
2021
Q2 | $594K | Hold |
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|
2021
Q1 | $546K | Sell |
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|
2020
Q4 | $533K | Hold |
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|
2020
Q3 | $476K | Hold |
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|
2020
Q2 | $433K | Sell |
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|
2020
Q1 | $403K | Hold |
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|
2019
Q4 | $492K | Hold |
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|
2019
Q3 | $454K | Hold |
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|
2019
Q2 | $448K | Hold |
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|
2019
Q1 | $434K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $477K | Hold |
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|
2018
Q2 | $451K | Buy |
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|
2018
Q1 | $234K | Buy |
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