Sigma Planning Corp’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 | $643K | Sell |
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2025
Q1 | $583K | Sell |
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|
2024
Q4 | $620K | Buy |
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|
2024
Q3 | $613K | Sell |
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|
2024
Q2 | $625K | Sell |
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|
2024
Q1 | $682K | Buy |
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|
2023
Q4 | $403K | Sell |
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|
2023
Q3 | $715K | Buy |
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|
2023
Q2 | $735K | Sell |
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|
2023
Q1 | $702K | Sell |
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|
2022
Q4 | $685K | Sell |
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|
2022
Q3 | $651K | Sell |
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|
2022
Q2 | $796K | Sell |
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|
2022
Q1 | $1.98M | Buy |
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|
2021
Q4 | $2M | Buy |
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|
2021
Q3 | $1.71M | Buy |
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|
2021
Q2 | $1.44M | Buy |
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|
2021
Q1 | $1.14M | Buy |
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|
2020
Q4 | $704K | Buy |
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|
2020
Q3 | $543K | Buy |
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