Personal Capital Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Personal Capital Advisors’s Portfolio SUSA Stock Details SUSA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$272K	Buy
2022 Q3	$251K	Buy
2022 Q2	$266K	Hold
2022 Q1	$319K	Sell
2021 Q4	$416K	Buy
2021 Q3	$257K	Sell
2021 Q2	$258K	Sell
2021 Q1	$245K	Buy
2020 Q4	–	Sell
2020 Q3	$259K	Buy