WFA
West Financial Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $661K | Hold |
5,213
| – | – | 0.12% | 39 |
|
|
2025
Q1 | $599K | Sell |
5,213
-70
| -1% | -$8.04K | 0.11% | 41 |
|
|
2024
Q4 | $642K | Buy |
5,283
+143
| +3% | +$17.4K | 0.12% | 39 |
|
|
2024
Q3 | $619K | Sell |
5,140
-404
| -7% | -$48.6K | 0.12% | 40 |
|
|
2024
Q2 | $623K | Buy |
5,544
+349
| +7% | +$39.2K | 0.13% | 39 |
|
|
2024
Q1 | $567K | Hold |
5,195
| – | – | 0.12% | 40 |
|
|
2023
Q4 | $522K | Sell |
5,195
-1,043
| -17% | -$105K | 0.12% | 41 |
|
|
2023
Q3 | $561K | Hold |
6,238
| – | – | 0.14% | 38 |
|
|
2023
Q2 | $584K | Sell |
6,238
-3
| -0% | -$281 | 0.14% | 34 |
|
|
2023
Q1 | $548K | Sell |
6,241
-222
| -3% | -$19.5K | 0.14% | 35 |
|
|
2022
Q4 | $532K | Hold |
6,463
| – | – | 0.15% | 34 |
|
|
2022
Q3 | $491K | Hold |
6,463
| – | – | 0.15% | 35 |
|
|
2022
Q2 | $521K | Buy |
6,463
+26
| +0.4% | +$2.1K | 0.15% | 35 |
|
|
2022
Q1 | $623K | Buy |
6,437
+36
| +0.6% | +$3.48K | 0.16% | 35 |
|
|
2021
Q4 | $680K | Sell |
6,401
-247
| -4% | -$26.2K | 0.18% | 33 |
|
|
2021
Q3 | $638K | Buy |
6,648
+969
| +17% | +$93K | 0.19% | 30 |
|
|
2021
Q2 | $543K | Buy |
5,679
+479
| +9% | +$45.8K | 0.17% | 30 |
|
|
2021
Q1 | $457K | Hold |
5,200
| – | – | 0.15% | 31 |
|
|
2020
Q4 | $428K | Buy |
+5,200
| New | +$428K | 0.15% | 32 |
|