Sequoia Financial 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 | $2.19M | Buy |
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|
2025
Q2 | $1.64M | Sell |
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|
2025
Q1 | $1.58M | Sell |
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|
2024
Q4 | $1.76M | Sell |
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|
2024
Q3 | $2.03M | Sell |
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|
2024
Q2 | $1.95M | Sell |
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|
2024
Q1 | $1.92M | Sell |
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|
2023
Q4 | $1.84M | Buy |
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|
2023
Q3 | $322K | Hold |
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|
2023
Q2 | $335K | Sell |
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|
2023
Q1 | $331K | Buy |
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|
2022
Q4 | $293K | Buy |
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|
2022
Q3 | $269K | Buy |
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|
2022
Q2 | $284K | Buy |
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|
2022
Q1 | $340K | Buy |
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|
2021
Q4 | $372K | Buy |
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|
2021
Q3 | $335K | Buy |
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|
2021
Q2 | $333K | Buy |
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|
2021
Q1 | $305K | Buy |
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|
2020
Q4 | $285K | Buy |
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|
2020
Q3 | $254K | Buy |
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|
2020
Q2 | $230K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $229K | Buy |
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|
2019
Q3 | $210K | Buy |
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|
2019
Q2 | $206K | Buy |
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