Retirement Group’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
Q1 | $114K | Buy |
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|
2023
Q4 | $105K | Buy |
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|
2023
Q3 | $93.6K | Hold |
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|
2023
Q2 | $97.4K | Sell |
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|
2023
Q1 | $96K | Sell |
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|
2022
Q4 | $98K | Buy |
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|
2022
Q3 | $78K | Sell |
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|
2022
Q2 | $113K | Sell |
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|
2022
Q1 | $143K | Sell |
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|
2021
Q4 | $205K | Sell |
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|
2021
Q3 | $237K | Buy |
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|
2021
Q2 | $202K | Buy |
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|
2021
Q1 | $163K | Buy |
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|
2020
Q4 | $104K | Buy |
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