Sunbelt Securities’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 | $208K | Buy |
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|
2025
Q1 | $7.47K | Sell |
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|
2024
Q4 | $209K | Sell |
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2024
Q3 | $207K | Sell |
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|
2024
Q2 | $195K | Sell |
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|
2024
Q1 | $192K | Sell |
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|
2023
Q4 | $183K | Sell |
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|
2023
Q3 | $170K | Sell |
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|
2023
Q2 | $190K | Sell |
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|
2023
Q1 | $185K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $241K | Buy |
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|
2021
Q4 | $238K | Sell |
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|
2021
Q3 | $302K | Hold |
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|
2021
Q2 | $302K | Buy |
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