Steward Partners Investment Advisory’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 | $3.53M | Sell |
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|
2025
Q1 | $3.29M | Sell |
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|
2024
Q4 | $7.61M | Sell |
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|
2024
Q3 | $7.78M | Sell |
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|
2024
Q2 | $7.73M | Sell |
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|
2024
Q1 | $7.68M | Buy |
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|
2023
Q4 | $711K | Hold |
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|
2023
Q3 | $636K | Sell |
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|
2023
Q2 | $672K | Buy |
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|
2023
Q1 | $625K | Hold |
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|
2022
Q4 | $587K | Hold |
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|
2022
Q3 | $541K | Sell |
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|
2022
Q2 | $1.06M | Sell |
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|
2022
Q1 | $2.36M | Buy |
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|
2021
Q4 | $2.53M | Sell |
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|
2021
Q3 | $2.29M | Buy |
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|
2021
Q2 | $2.2M | Sell |
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|
2021
Q1 | $2.05M | Buy |
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|
2020
Q4 | $385K | Sell |
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|
2020
Q3 | $501K | Buy |
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|
2020
Q2 | $430K | Sell |
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|
2020
Q1 | $378K | Sell |
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|
2019
Q4 | $465K | Buy |
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|
2019
Q3 | $307K | Buy |
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|
2019
Q2 | $302K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $82K | Hold |
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|
2018
Q2 | $77K | Buy |
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|
2018
Q1 | $73K | Hold |
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|
2017
Q4 | $73K | Buy |
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|
2017
Q3 | $6K | Hold |
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|
2017
Q2 | $6K | Buy |
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