Warner Financial’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 | $503K | Buy |
|
|||||
|
2025
Q2 | $469K | Sell |
|
|||||
|
2025
Q1 | $453K | Sell |
|
|||||
|
2024
Q4 | $793K | Buy |
|
|||||
|
2024
Q3 | $783K | Buy |
|
|||||
|
2024
Q2 | $701K | Buy |
|
|||||
|
2024
Q1 | $680K | Sell |
|
|||||
|
2023
Q4 | $653K | Buy |
|
|||||
|
2023
Q3 | $580K | Sell |
|
|||||
|
2023
Q2 | $620K | Buy |
|
|||||
|
2023
Q1 | $581K | Sell |
|
|||||
|
2022
Q4 | $552K | Sell |
|
|||||
|
2022
Q3 | $513K | Hold |
|
|||||
|
2022
Q2 | $545K | Buy |
|
|||||
|
2022
Q1 | $654K | Buy |
|
|||||
|
2021
Q4 | $583K | Buy |
|