Ulland 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
Q2 | $492K | Hold |
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|
2025
Q1 | $446K | Sell |
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|
2024
Q4 | $1.08M | Hold |
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|
2024
Q3 | $1.07M | Hold |
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|
2024
Q2 | $998K | Hold |
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|
2024
Q1 | $969K | Hold |
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|
2023
Q4 | $893K | Hold |
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|
2023
Q3 | $799K | Hold |
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|
2023
Q2 | $832K | Hold |
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|
2023
Q1 | $779K | Hold |
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|
2022
Q4 | $731K | Sell |
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|
2022
Q3 | $790K | Sell |
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|
2022
Q2 | $860K | Hold |
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|
2022
Q1 | $1.03M | Hold |
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|
2021
Q4 | $1.13M | Buy |
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