Well Done LLC’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 | $801K | Sell |
|
|||||
|
2025
Q2 | $748K | Buy |
|
|||||
|
2025
Q1 | $678K | Buy |
|
|||||
|
2024
Q4 | $669K | Hold |
|
|||||
|
2024
Q3 | $669K | Buy |
|
|||||
|
2024
Q2 | $623K | Buy |
|
|||||
|
2024
Q1 | $603K | Sell |
|
|||||
|
2023
Q4 | $556K | Buy |
|
|||||
|
2023
Q3 | $494K | Hold |
|
|||||
|
2023
Q2 | $514K | Buy |
|
|||||
|
2023
Q1 | $480K | Buy |
|
|||||
|
2022
Q4 | $449K | Buy |
|
|||||
|
2022
Q3 | $412K | Buy |
|
|||||
|
2022
Q2 | $436K | Buy |
|
|||||
|
2022
Q1 | $522K | Hold |
|
|||||
|
2021
Q4 | $572K | Hold |
|
|||||
|
2021
Q3 | $517K | Sell |
|
|||||
|
2021
Q2 | $516K | Buy |
|
|||||
|
2021
Q1 | $473K | Hold |
|
|||||
|
2020
Q4 | $443K | Hold |
|
|||||
|
2020
Q3 | $396K | Hold |
|
|||||
|
2020
Q2 | $360K | Hold |
|
|||||
|
2020
Q1 | $296K | Hold |
|
|||||
|
2019
Q4 | $361K | Hold |
|
|||||
|
2019
Q3 | $333K | Hold |
|
|||||
|
2019
Q2 | $328K | Hold |
|
|||||
|
2019
Q1 | $318K | Hold |
|
|||||
|
2018
Q4 | $278K | Hold |
|
|||||
|
2018
Q3 | $321K | Hold |
|
|||||
|
2018
Q2 | $303K | Hold |
|
|||||
|
2018
Q1 | $299K | Buy |
|