Addison Advisors’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 | $1.55M | Sell |
|
|||||
|
2025
Q1 | $1.4M | Sell |
|
|||||
|
2024
Q4 | $1.5M | Sell |
|
|||||
|
2024
Q3 | $1.53M | Sell |
|
|||||
|
2024
Q2 | $1.44M | Sell |
|
|||||
|
2024
Q1 | $1.41M | Buy |
|
|||||
|
2023
Q4 | $1.29M | Sell |
|
|||||
|
2023
Q3 | $1.16M | Buy |
|
|||||
|
2023
Q2 | $1.18M | Buy |
|
|||||
|
2023
Q1 | $1.07M | Buy |
|
|||||
|
2022
Q4 | $975K | Buy |
|
|||||
|
2022
Q3 | $886K | Buy |
|
|||||
|
2022
Q2 | $751K | Sell |
|
|||||
|
2022
Q1 | $904K | Buy |
|
|||||
|
2021
Q4 | $892K | Sell |
|
|||||
|
2021
Q3 | $817K | Sell |
|
|||||
|
2021
Q2 | $815K | Buy |
|
|||||
|
2020
Q4 | $445K | Buy |
|