Resonant Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.64M | Hold |
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2025
Q2 | $1.54M | Hold |
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2025
Q1 | $1.39M | Sell |
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|
2024
Q4 | $1.49M | Sell |
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|
2024
Q3 | $1.5M | Hold |
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|
2024
Q2 | $1.4M | Sell |
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|
2024
Q1 | $1.38M | Buy |
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|
2023
Q4 | $1.26M | Sell |
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|
2023
Q3 | $1.14M | Hold |
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|
2023
Q2 | $1.18M | Hold |
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|
2023
Q1 | $1.11M | Sell |
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|
2022
Q4 | $1.04M | Hold |
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|
2022
Q3 | $964K | Hold |
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|
2022
Q2 | $1.02M | Hold |
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|
2022
Q1 | $1.23M | Hold |
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|
2021
Q4 | $1.35M | Hold |
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|
2021
Q3 | $1.22M | Hold |
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|
2021
Q2 | $1.21M | Buy |
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|
2021
Q1 | $1M | Buy |
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|
2020
Q4 | $749K | Buy |
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