WIA
World Investment 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 | $13.5M | Buy |
106,435
+1,299
| +1% | +$165K | 0.31% | 69 |
|
|
2025
Q1 | $12.1M | Sell |
105,136
-81,200
| -44% | -$9.33M | 0.31% | 67 |
|
|
2024
Q4 | $22.7M | Sell |
186,336
-10,953
| -6% | -$1.33M | 0.62% | 31 |
|
|
2024
Q3 | $23.7M | Buy |
197,289
+195,314
| +9,889% | +$23.5M | 0.74% | 22 |
|
|
2024
Q2 | $222K | Buy |
+1,975
| New | +$222K | 0.01% | 565 |
|