WJ 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 | $684K | Hold |
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|
2025
Q1 | $620K | Hold |
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|
2024
Q4 | $657K | Hold |
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|
2024
Q3 | $650K | Hold |
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|
2024
Q2 | $607K | Hold |
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|
2024
Q1 | $590K | Hold |
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|
2023
Q4 | $543K | Sell |
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|
2023
Q3 | $526K | Sell |
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|
2023
Q2 | $590K | Buy |
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|
2023
Q1 | $277K | Sell |
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|
2022
Q4 | $519K | Hold |
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|
2022
Q3 | $478K | Hold |
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|
2022
Q2 | $508K | Buy |
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|
2022
Q1 | $520K | Sell |
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|
2021
Q4 | $5.16M | Sell |
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|
2021
Q3 | $4.68M | Buy |
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|
2021
Q2 | $506K | Buy |
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|
2021
Q1 | $449K | Buy |
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|
2020
Q4 | $379K | Sell |
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|
2020
Q3 | $401K | Buy |
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