SVWAG
Sound View Wealth Advisors Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Sell |
3,727
-137
| -4% | -$17.4K | 0.03% | 275 |
|
|
2025
Q1 | $444K | Sell |
3,864
-20
| -0.5% | -$2.3K | 0.04% | 273 |
|
|
2024
Q4 | $472K | Buy |
3,884
+396
| +11% | +$48.1K | 0.04% | 268 |
|
|
2024
Q3 | $420K | Sell |
3,488
-1,948
| -36% | -$235K | 0.03% | 284 |
|
|
2024
Q2 | $611K | Sell |
5,436
-395
| -7% | -$44.4K | 0.06% | 216 |
|
|
2024
Q1 | $637K | Sell |
5,831
-19
| -0.3% | -$2.07K | 0.07% | 215 |
|
|
2023
Q4 | $588K | Buy |
5,850
+25
| +0.4% | +$2.51K | 0.06% | 218 |
|
|
2023
Q3 | $524K | Hold |
5,825
| – | – | 0.07% | 212 |
|
|
2023
Q2 | $545K | Sell |
5,825
-350
| -6% | -$32.8K | 0.07% | 212 |
|
|
2023
Q1 | $542K | Buy |
6,175
+325
| +6% | +$28.5K | 0.07% | 205 |
|
|
2022
Q4 | $588K | Sell |
5,850
-11
| -0.2% | -$1.11K | 0.06% | 218 |
|
|
2022
Q3 | $445K | Hold |
5,861
| – | – | 0.1% | 176 |
|
|
2022
Q2 | $473K | Hold |
5,861
| – | – | 0.1% | 174 |
|
|
2022
Q1 | $568K | Buy |
5,861
+879
| +18% | +$85.2K | 0.11% | 162 |
|
|
2021
Q4 | $529K | Buy |
4,982
+662
| +15% | +$70.3K | 0.1% | 177 |
|
|
2021
Q3 | $415K | Buy |
4,320
+350
| +9% | +$33.6K | 0.09% | 191 |
|
|
2021
Q2 | $379K | Buy |
3,970
+596
| +18% | +$56.9K | 0.08% | 202 |
|
|
2021
Q1 | $296K | Buy |
3,374
+134
| +4% | +$11.8K | 0.07% | 222 |
|
|
2020
Q4 | $267K | Buy |
3,240
+1,662
| +105% | +$137K | 0.07% | 218 |
|
|
2020
Q3 | $232K | Buy |
1,578
+17
| +1% | +$2.5K | 0.06% | 227 |
|
|
2020
Q2 | $209K | Buy |
+1,561
| New | +$209K | 0.06% | 228 |
|