Acropolis 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
Q3 | $322K | Hold |
|
|||||
|
2025
Q2 | $322K | Hold |
|
|||||
|
2025
Q1 | $292K | Hold |
|
|||||
|
2024
Q4 | $309K | Sell |
|
|||||
|
2024
Q3 | $330K | Hold |
|
|||||
|
2024
Q2 | $308K | Hold |
|
|||||
|
2024
Q1 | $300K | Sell |
|
|||||
|
2023
Q4 | $299K | Hold |
|
|||||
|
2023
Q3 | $267K | Hold |
|
|||||
|
2023
Q2 | $278K | Hold |
|
|||||
|
2023
Q1 | $261K | Hold |
|
|||||
|
2022
Q4 | $244K | Hold |
|
|||||
|
2022
Q3 | $225K | Hold |
|
|||||
|
2022
Q2 | $240K | Sell |
|
|||||
|
2022
Q1 | $309K | Hold |
|
|||||
|
2021
Q4 | $339K | Sell |
|
|||||
|
2021
Q3 | $324K | Sell |
|
|||||
|
2021
Q2 | $341K | Hold |
|
|||||
|
2021
Q1 | $314K | Hold |
|
|||||
|
2020
Q4 | $294K | Hold |
|
|||||
|
2020
Q3 | $263K | Hold |
|
|||||
|
2020
Q2 | $239K | Hold |
|
|||||
|
2020
Q1 | $196K | Hold |
|
|||||
|
2019
Q4 | $239K | Hold |
|
|||||
|
2019
Q3 | $221K | Hold |
|
|||||
|
2019
Q2 | $218K | Hold |
|
|||||
|
2019
Q1 | $211K | Hold |
|
|||||
|
2018
Q4 | $184K | Hold |
|
|||||
|
2018
Q3 | $213K | Hold |
|
|||||
|
2018
Q2 | $201K | Hold |
|
|||||
|
2018
Q1 | $198K | Hold |
|
|||||
|
2017
Q4 | $198K | Buy |
|