Unionview LLC’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
Q4 | $829K | Sell |
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|
2024
Q3 | $843K | Buy |
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|
2024
Q2 | $785K | Sell |
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|
2024
Q1 | $775K | Sell |
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|
2023
Q4 | $720K | Buy |
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|
2023
Q3 | $640K | Sell |
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|
2023
Q2 | $692K | Sell |
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|
2023
Q1 | $798K | Sell |
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|
2022
Q4 | $805K | Buy |
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|
2022
Q3 | $604K | Buy |
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|
2022
Q2 | $555K | Buy |
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|
2022
Q1 | $582K | Buy |
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|
2021
Q4 | $619K | Buy |
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