West Financial Advisors’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 | $631K | Sell |
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|
2025
Q2 | $661K | Hold |
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|
2025
Q1 | $599K | Sell |
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|
2024
Q4 | $642K | Buy |
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|
2024
Q3 | $619K | Sell |
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|
2024
Q2 | $623K | Buy |
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|
2024
Q1 | $567K | Hold |
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|
2023
Q4 | $522K | Sell |
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|
2023
Q3 | $561K | Hold |
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|
2023
Q2 | $584K | Sell |
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|
2023
Q1 | $548K | Sell |
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|
2022
Q4 | $532K | Hold |
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|
2022
Q3 | $491K | Hold |
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|
2022
Q2 | $521K | Buy |
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|
2022
Q1 | $623K | Buy |
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|
2021
Q4 | $680K | Sell |
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|
2021
Q3 | $638K | Buy |
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|
2021
Q2 | $543K | Buy |
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|
2021
Q1 | $457K | Hold |
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|
2020
Q4 | $428K | Buy |
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