Sage Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Buy |
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|
2025
Q1 | $502K | Buy |
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|
2024
Q4 | $529K | Buy |
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|
2024
Q3 | $523K | Buy |
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|
2024
Q2 | $488K | Buy |
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|
2024
Q1 | $474K | Buy |
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|
2023
Q4 | $436K | Buy |
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|
2023
Q3 | $389K | Hold |
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|
2023
Q2 | $405K | Buy |
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|
2023
Q1 | $379K | Buy |
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|
2022
Q4 | $355K | Buy |
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|
2022
Q3 | $326K | Buy |
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|
2022
Q2 | $346K | Buy |
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