Pacific Center for Financial Services’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 | $539K | Buy |
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|
2025
Q1 | $488K | Sell |
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|
2024
Q4 | $525K | Buy |
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|
2024
Q3 | $519K | Buy |
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|
2024
Q2 | $484K | Buy |
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|
2024
Q1 | $470K | Buy |
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|
2023
Q4 | $433K | Buy |
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|
2023
Q3 | $386K | Hold |
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|
2023
Q2 | $402K | Buy |
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|
2023
Q1 | $377K | Buy |
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|
2022
Q3 | $325K | Hold |
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|
2022
Q2 | $345K | Buy |
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|
2022
Q1 | $414K | Buy |
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|
2021
Q4 | $454K | Buy |
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|
2021
Q3 | $409K | Hold |
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|
2021
Q2 | $407K | Buy |
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|
2021
Q1 | $374K | Sell |
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|
2020
Q4 | $362K | Buy |
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|
2020
Q3 | $323K | Buy |
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|
2020
Q2 | $294K | Buy |
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|
2020
Q1 | $241K | Hold |
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|
2019
Q4 | $294K | Buy |
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|
2019
Q3 | $270K | Hold |
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|
2019
Q2 | $266K | Buy |
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|
2019
Q1 | $258K | Buy |
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|
2018
Q4 | $225K | Buy |
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|
2018
Q3 | $260K | Buy |
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|
2018
Q2 | $245K | Buy |
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|
2018
Q1 | $169K | Buy |
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|
2017
Q4 | $140K | Buy |
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|
2017
Q3 | $93K | Hold |
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|
2017
Q2 | $91K | Sell |
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|
2017
Q1 | $141K | Sell |
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|
2016
Q4 | $201K | Buy |
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