Retirement Income Solutions’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 | $255K | Buy |
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|
2025
Q2 | $204K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $702K | Hold |
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|
2023
Q4 | $646K | Hold |
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|
2023
Q3 | $578K | Sell |
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|
2023
Q2 | $633K | Buy |
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|
2023
Q1 | $570K | Sell |
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|
2022
Q4 | $611K | Buy |
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|
2022
Q3 | $200K | Hold |
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|
2022
Q2 | $210K | Sell |
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|
2022
Q1 | $366K | Sell |
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|
2021
Q4 | $742K | Buy |
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