White Lighthouse Investment 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 | $291K | Sell |
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|
2025
Q1 | $346K | Hold |
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|
2024
Q4 | $366K | Sell |
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|
2024
Q3 | $379K | Hold |
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|
2024
Q2 | $354K | Hold |
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|
2024
Q1 | $344K | Sell |
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|
2023
Q4 | $336K | Sell |
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|
2023
Q3 | $305K | Sell |
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|
2023
Q2 | $355K | Hold |
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|
2023
Q1 | $333K | Buy |
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|
2022
Q4 | $312K | Sell |
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|
2022
Q3 | $363K | Sell |
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|
2022
Q2 | $401K | Buy |
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|
2022
Q1 | $320K | Sell |
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|
2021
Q4 | $356K | Buy |
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|
2021
Q3 | $265K | Buy |
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|
2021
Q2 | $260K | Hold |
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|
2021
Q1 | $239K | Hold |
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|
2020
Q4 | $224K | Buy |
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