TCWP’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.08M | Sell |
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2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $971K | Sell |
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|
2023
Q3 | $870K | Sell |
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|
2023
Q2 | $910K | Hold |
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|
2023
Q1 | $853K | Sell |
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|
2022
Q4 | $836K | Buy |
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|
2022
Q3 | $708K | Buy |
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|
2022
Q2 | $354K | Sell |
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|
2022
Q1 | $432K | Sell |
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|
2021
Q4 | $475K | Buy |
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