SAG
SageView Advisory Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.93M | Sell |
30,270
-590
| -2% | -$76.6K | 0.15% | 83 |
|
|
2025
Q1 | $3.54M | Sell |
30,860
-14,793
| -32% | -$1.7M | 0.15% | 79 |
|
|
2024
Q4 | $5.55M | Sell |
45,653
-426
| -0.9% | -$51.8K | 0.24% | 51 |
|
|
2024
Q3 | $5.55M | Sell |
46,079
-2,159
| -4% | -$260K | 0.28% | 43 |
|
|
2024
Q2 | $5.42M | Buy |
+48,238
| New | +$5.42M | 0.25% | 48 |
|
|
2024
Q1 | – | Sell |
-60,633
| Closed | -$6.25M | – | 819 |
|
|
2023
Q4 | $6.25M | Buy |
60,633
+5,436
| +10% | +$560K | 0.27% | 52 |
|
|
2023
Q3 | $4.97M | Sell |
55,197
-2,531
| -4% | -$228K | 0.28% | 46 |
|
|
2023
Q2 | $5.41M | Sell |
57,728
-1,842
| -3% | -$172K | 0.3% | 49 |
|
|
2023
Q1 | $5.23M | Sell |
59,570
-1,021
| -2% | -$89.6K | 0.33% | 46 |
|
|
2022
Q4 | $4.99M | Buy |
+60,591
| New | +$4.99M | 0.41% | 52 |
|