Wealth Alliance’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 | $414K | Buy |
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|
2025
Q1 | $375K | Buy |
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|
2024
Q4 | $394K | Sell |
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|
2024
Q3 | $396K | Sell |
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|
2024
Q2 | $379K | Sell |
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|
2024
Q1 | $369K | Sell |
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|
2023
Q4 | $340K | Buy |
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|
2023
Q3 | $304K | Sell |
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|
2023
Q2 | $324K | Hold |
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|
2023
Q1 | $304K | Sell |
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|
2022
Q4 | $345K | Sell |
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|
2022
Q3 | $506K | Buy |
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