Wescott Financial Advisory 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 | $1.74M | Buy |
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|
2025
Q1 | $1.35M | Sell |
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|
2024
Q4 | $1.44M | Buy |
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|
2024
Q3 | $1.33M | Sell |
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|
2024
Q2 | $1.25M | Buy |
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|
2024
Q1 | $893K | Buy |
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|
2023
Q4 | $802K | Buy |
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|
2023
Q3 | $685K | Buy |
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|
2023
Q2 | $625K | Buy |
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|
2023
Q1 | $554K | Sell |
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|
2022
Q4 | $829K | Buy |
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|
2022
Q3 | $563K | Buy |
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|
2022
Q2 | $578K | Buy |
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|
2022
Q1 | $555K | Sell |
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|
2021
Q4 | $630K | Buy |
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|
2021
Q3 | $484K | Buy |
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|
2021
Q2 | $439K | Buy |
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|
2021
Q1 | $341K | Buy |
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|
2020
Q4 | $275K | Buy |
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