United Capital Financial 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 | – | Sell |
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|
2025
Q1 | $246K | Sell |
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|
2024
Q4 | $434K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.19M | Buy |
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|
2023
Q2 | $1.2M | Hold |
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|
2023
Q1 | $1.13M | Sell |
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|
2022
Q4 | $1.08M | Hold |
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|
2022
Q3 | $993K | Sell |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $1.3M | Sell |
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|
2021
Q4 | $1.57M | Sell |
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|
2021
Q3 | $1.44M | Buy |
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|
2021
Q2 | $1.44M | Sell |
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|
2021
Q1 | $1.79M | Buy |
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|
2020
Q4 | $1.68M | Buy |
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|
2020
Q3 | $1.49M | Sell |
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|
2020
Q2 | $1.38M | Buy |
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|
2020
Q1 | $1.13M | Buy |
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|
2019
Q4 | $1.29M | Buy |
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|
2019
Q3 | $912K | Buy |
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|
2019
Q2 | $820K | Sell |
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|
2019
Q1 | $835K | Buy |
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|
2018
Q4 | $721K | Buy |
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|
2018
Q3 | $812K | Hold |
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|
2018
Q2 | $767K | Buy |
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|
2018
Q1 | $749K | Sell |
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|
2017
Q4 | $921K | Buy |
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|
2017
Q3 | $862K | Buy |
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|
2017
Q2 | $843K | Buy |
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|
2017
Q1 | $805K | Buy |
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|
2016
Q4 | $753K | Buy |
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|
2016
Q3 | $743K | Hold |
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|
2016
Q2 | $703K | Buy |
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|
2016
Q1 | $511K | Hold |
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|
2015
Q4 | $500K | Buy |
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|
2015
Q3 | $394K | Hold |
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|
2015
Q2 | $426K | Hold |
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|
2015
Q1 | $431K | Buy |
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