Sound View Wealth Advisors Group’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 | $472K | Sell |
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|
2025
Q1 | $444K | Sell |
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|
2024
Q4 | $472K | Buy |
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|
2024
Q3 | $420K | Sell |
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|
2024
Q2 | $611K | Sell |
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|
2024
Q1 | $637K | Sell |
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|
2023
Q4 | $588K | Buy |
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|
2023
Q3 | $524K | Hold |
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|
2023
Q2 | $545K | Sell |
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|
2023
Q1 | $542K | Buy |
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|
2022
Q4 | $588K | Sell |
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|
2022
Q3 | $445K | Hold |
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|
2022
Q2 | $473K | Hold |
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|
2022
Q1 | $568K | Buy |
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|
2021
Q4 | $529K | Buy |
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|
2021
Q3 | $415K | Buy |
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|
2021
Q2 | $379K | Buy |
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|
2021
Q1 | $296K | Buy |
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|
2020
Q4 | $267K | Buy |
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|
2020
Q3 | $232K | Buy |
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|
2020
Q2 | $209K | Buy |
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