SL 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
2023
Q2
Sell
2023
Q1
$290K Buy
2022
Q4
$271K Buy
2022
Q3
$248K Hold
2022
Q2
$263K Buy
2022
Q1
$315K Buy
2021
Q4
$345K Buy
2021
Q3
$309K Hold
2021
Q2
$308K Hold
2021
Q1
$283K Hold
2020
Q4
$265K Buy