Sax Wealth Advisors’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 | $2.6M | Hold |
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|
2025
Q2 | $2.42M | Sell |
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|
2025
Q1 | $2.28M | Buy |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $969K | Buy |
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|
2024
Q2 | $832K | Buy |
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|
2024
Q1 | $717K | Hold |
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|
2023
Q4 | $660K | Hold |
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|
2023
Q3 | $591K | Hold |
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|
2023
Q2 | $615K | Sell |
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|
2023
Q1 | $590K | Hold |
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|
2022
Q4 | $553K | Hold |
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|
2022
Q3 | $510K | Hold |
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|
2022
Q2 | $542K | Hold |
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|
2022
Q1 | $651K | Buy |
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|
2021
Q4 | $697K | Buy |
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|
2021
Q3 | $620K | Buy |
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|
2021
Q2 | $617K | Buy |
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|
2021
Q1 | $510K | Buy |
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