Robertson Stephens Wealth 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
Q2 | $4.13M | Sell |
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|
2025
Q1 | $3.95M | Sell |
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|
2024
Q4 | $5.69M | Sell |
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|
2024
Q3 | $7.59M | Sell |
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|
2024
Q2 | $7.83M | Buy |
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|
2024
Q1 | $7.55M | Sell |
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|
2023
Q4 | $7.07M | Buy |
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|
2023
Q3 | $6.14M | Buy |
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|
2023
Q2 | $5.4M | Buy |
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|
2023
Q1 | $2.69M | Sell |
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|
2022
Q4 | $2.58M | Buy |
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|
2022
Q3 | $1.72M | Sell |
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|
2022
Q2 | $2.04M | Buy |
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|
2022
Q1 | $2.27M | Buy |
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|
2021
Q4 | $466K | Buy |
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