Western Wealth Management’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 | $485K | Sell |
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|
2025
Q1 | $441K | Buy |
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|
2024
Q4 | $467K | Sell |
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|
2024
Q3 | $527K | Sell |
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|
2024
Q2 | $502K | Sell |
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|
2024
Q1 | $585K | Sell |
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|
2023
Q4 | $544K | Buy |
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|
2023
Q3 | $453K | Buy |
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|
2023
Q2 | $464K | Buy |
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|
2023
Q1 | $435K | Buy |
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|
2022
Q4 | $408K | Sell |
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|
2022
Q3 | $813K | Buy |
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|
2022
Q2 | $862K | Buy |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $650K | Buy |
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|
2021
Q2 | $645K | Buy |
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|
2021
Q1 | $592K | Buy |
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|
2020
Q4 | $539K | Buy |
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|
2020
Q3 | $433K | Buy |
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|
2020
Q2 | $341K | Hold |
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|
2020
Q1 | $279K | Hold |
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|
2019
Q4 | $342K | Buy |
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|
2019
Q3 | $289K | Sell |
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|
2019
Q2 | $292K | Buy |
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|
2019
Q1 | $233K | Sell |
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|
2018
Q4 | $215K | Buy |
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