Advisor Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $667K | Buy |
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|
2019
Q3 | $604K | Buy |
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|
2019
Q2 | $376K | Buy |
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|
2019
Q1 | $346K | Buy |
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|
2018
Q4 | $284K | Buy |
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|
2018
Q3 | $222K | Buy |
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|
2018
Q2 | $96K | Hold |
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|
2018
Q1 | $93K | Buy |
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|
2017
Q4 | $67K | Buy |
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|
2017
Q3 | $54K | Sell |
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|
2017
Q2 | $106K | Sell |
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|
2017
Q1 | $119K | Sell |
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|
2016
Q4 | $131K | Buy |
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|
2016
Q3 | $111K | Buy |
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|
2016
Q2 | $97K | Buy |
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