Peak Financial Management’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 | $650K | Buy |
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|
2025
Q2 | $580K | Buy |
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|
2025
Q1 | $515K | Sell |
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|
2024
Q4 | $551K | Hold |
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|
2024
Q3 | $545K | Sell |
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|
2024
Q2 | $533K | Buy |
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|
2024
Q1 | $516K | Buy |
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|
2023
Q4 | $465K | Buy |
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|
2023
Q3 | $405K | Buy |
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|
2023
Q2 | $417K | Buy |
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|
2023
Q1 | $328K | Sell |
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|
2022
Q4 | $320K | Buy |
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|
2022
Q3 | $281K | Sell |
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|
2022
Q2 | $301K | Hold |
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|
2022
Q1 | $361K | Buy |
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|
2021
Q4 | $367K | Buy |
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|
2021
Q3 | $312K | Buy |
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|
2021
Q2 | $286K | Sell |
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|
2021
Q1 | $286K | Hold |
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|
2020
Q4 | $268K | Buy |
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