Traphagen Investment Advisors’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
Q3 | $1.02M | Sell |
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|
2025
Q2 | $962K | Sell |
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|
2025
Q1 | $951K | Sell |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $993K | Sell |
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|
2024
Q2 | $931K | Buy |
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|
2024
Q1 | $904K | Buy |
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|
2023
Q4 | $826K | Buy |
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|
2023
Q3 | $734K | Hold |
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|
2023
Q2 | $764K | Sell |
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|
2023
Q1 | $990K | Buy |
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|
2022
Q4 | $897K | Buy |
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|
2022
Q3 | $526K | Buy |
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|
2022
Q2 | $327K | Buy |
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|
2022
Q1 | $393K | Buy |
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|
2021
Q4 | $431K | Buy |
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|
2021
Q3 | $389K | Buy |
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|
2021
Q2 | $366K | Buy |
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|
2021
Q1 | $336K | Buy |
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|
2020
Q4 | $271K | Buy |
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|
2020
Q3 | $241K | Buy |
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