Pathway Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $418K | Sell |
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|
2023
Q4 | $388K | Hold |
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|
2023
Q3 | $347K | Buy |
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|
2023
Q2 | $359K | Buy |
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|
2023
Q1 | $323K | Buy |
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|
2022
Q4 | $274K | Sell |
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|
2022
Q3 | $477K | Buy |
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|
2022
Q2 | $399K | Buy |
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|
2022
Q1 | $452K | Hold |
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|
2021
Q4 | $461K | Buy |
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|
2021
Q1 | $458K | Buy |
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|
2020
Q4 | $390K | Buy |
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