Ameritas Investment Company’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $675K | Buy |
7,036
+6,810
| +3,013% | +$653K | 0.03% | 349 |
|
|
2021
Q2 | $648K | Hold |
226
| – | – | 0.03% | 363 |
|
|
2021
Q1 | $19.8K | Buy |
+226
| New | +$19.8K | ﹤0.01% | 1301 |
|
|
2020
Q2 | – | Sell |
-2,346
| Closed | -$127K | – | 1454 |
|
|
2020
Q1 | $127K | Buy |
2,346
+120
| +5% | +$6.5K | 0.02% | 442 |
|
|
2019
Q4 | $149K | Buy |
2,226
+8
| +0.4% | +$535 | 0.03% | 387 |
|
|
2019
Q3 | $137K | Sell |
2,218
-4,120
| -65% | -$254K | 0.03% | 406 |
|
|
2019
Q2 | $386K | Buy |
+6,338
| New | +$386K | 0.18% | 122 |
|