SOA 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 | $1.37M | Sell |
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2025
Q2 | $1.28M | Sell |
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|
2025
Q1 | $1.5M | Sell |
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|
2024
Q4 | $6.27M | Sell |
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|
2024
Q3 | $7.25M | Sell |
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|
2024
Q2 | $7.24M | Sell |
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|
2024
Q1 | $8.05M | Sell |
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|
2023
Q4 | $7.62M | Sell |
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|
2023
Q3 | $6.9M | Buy |
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|
2023
Q2 | $7.05M | Sell |
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|
2023
Q1 | $7.08M | Sell |
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|
2022
Q4 | $6.67M | Buy |
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|
2022
Q3 | $4.1M | Buy |
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|
2022
Q2 | $3.98M | Buy |
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|
2022
Q1 | $3.36M | Sell |
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|
2021
Q4 | $3.74M | Buy |
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|
2021
Q3 | $2.32M | Buy |
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|
2021
Q2 | $1.91M | Buy |
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|
2021
Q1 | $512K | Buy |
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|
2020
Q4 | $19K | Buy |
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