Ameritas Advisory Services’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 | $111K | Sell |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $5.72M | Buy |
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|
2024
Q2 | $974K | Buy |
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|
2024
Q1 | $884K | Buy |
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|
2023
Q4 | $634K | Sell |
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|
2023
Q3 | $708K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $758K | Buy |
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|
2022
Q4 | $704K | Buy |
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|
2022
Q3 | $638K | Buy |
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|
2022
Q2 | $662K | Buy |
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|
2022
Q1 | $771K | Sell |
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|
2021
Q4 | $876K | Buy |
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