Weaver Consulting Group’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 | $467K | Hold |
|
|||||
|
2025
Q1 | $423K | Hold |
|
|||||
|
2024
Q4 | $448K | Hold |
|
|||||
|
2024
Q3 | $443K | Hold |
|
|||||
|
2024
Q2 | $414K | Hold |
|
|||||
|
2024
Q1 | $402K | Hold |
|
|||||
|
2023
Q4 | $370K | Hold |
|
|||||
|
2023
Q3 | $331K | Hold |
|
|||||
|
2023
Q2 | $345K | Hold |
|
|||||
|
2023
Q1 | $323K | Hold |
|
|||||
|
2022
Q4 | $303K | Hold |
|
|||||
|
2022
Q3 | $280K | Hold |
|
|||||
|
2022
Q2 | $297K | Buy |
|
|||||
|
2022
Q1 | $339K | Hold |
|
|||||
|
2021
Q4 | $372K | Hold |
|
|||||
|
2021
Q3 | $336K | Hold |
|
|||||
|
2021
Q2 | $334K | Hold |
|
|||||
|
2021
Q1 | $307K | Hold |
|
|||||
|
2020
Q4 | $288K | Hold |
|
|||||
|
2020
Q3 | $257K | Hold |
|
|||||
|
2020
Q2 | $234K | Hold |
|
|||||
|
2020
Q1 | $192K | Hold |
|
|||||
|
2019
Q4 | $216K | Hold |
|
|||||
|
2019
Q3 | $219K | Hold |
|
|||||
|
2019
Q2 | $213K | Hold |
|
|||||
|
2019
Q1 | $210K | Buy |
|