WealthShield Partners’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 | $901K | Sell |
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2025
Q2 | $890K | Sell |
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2025
Q1 | $841K | Sell |
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|
2024
Q4 | $893K | Sell |
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|
2024
Q3 | $949K | Sell |
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|
2024
Q2 | $896K | Sell |
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|
2024
Q1 | $917K | Sell |
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|
2023
Q4 | $849K | Sell |
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|
2023
Q3 | $768K | Sell |
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|
2023
Q2 | $812K | Sell |
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|
2023
Q1 | $766K | Buy |
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|
2022
Q4 | $709K | Buy |
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|
2022
Q3 | $641K | Sell |
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|
2022
Q2 | $707K | Buy |
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|
2022
Q1 | $837K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $13K | Hold |
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|
2020
Q2 | $12K | Sell |
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|
2020
Q1 | $10K | Buy |
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