Willow Creek 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 | $973K | Hold |
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|
2025
Q1 | $882K | Hold |
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|
2024
Q4 | $934K | Hold |
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|
2024
Q3 | $924K | Hold |
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|
2024
Q2 | $863K | Sell |
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|
2024
Q1 | $869K | Hold |
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|
2023
Q4 | $800K | Hold |
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|
2023
Q3 | $716K | Sell |
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|
2023
Q2 | $757K | Sell |
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|
2023
Q1 | $722K | Hold |
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|
2022
Q4 | $677K | Buy |
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