Thoroughbred Financial Services’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
Q1 | – | Sell |
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|
2024
Q4 | $227K | Hold |
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|
2024
Q3 | $225K | Sell |
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|
2024
Q2 | $259K | Sell |
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|
2024
Q1 | $275K | Hold |
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|
2023
Q4 | $253K | Sell |
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|
2023
Q3 | $249K | Sell |
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|
2023
Q2 | $312K | Sell |
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|
2023
Q1 | $317K | Hold |
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|
2022
Q4 | $297K | Sell |
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|
2022
Q3 | $341K | Sell |
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|
2022
Q2 | $379K | Sell |
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|
2022
Q1 | $1.38M | Buy |
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|
2021
Q4 | $1M | Buy |
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|
2021
Q3 | $236K | Buy |
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