AIA
Arcadia Investment Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Buy |
975
+6
| +0.6% | +$761 | 0.06% | 49 |
|
|
2025
Q1 | $111K | Sell |
969
-81
| -8% | -$9.31K | 0.06% | 45 |
|
|
2024
Q4 | $128K | Hold |
1,050
| – | – | 0.07% | 42 |
|
|
2024
Q3 | $126K | Sell |
1,050
-80
| -7% | -$9.63K | 0.07% | 43 |
|
|
2024
Q2 | $127K | Hold |
1,130
| – | – | 0.07% | 41 |
|
|
2024
Q1 | $123K | Hold |
1,130
| – | – | 0.07% | 43 |
|
|
2023
Q4 | $114K | Hold |
1,130
| – | – | 0.07% | 44 |
|
|
2023
Q3 | $102K | Hold |
1,130
| – | – | 0.07% | 46 |
|
|
2023
Q2 | $106K | Hold |
1,130
| – | – | 0.07% | 47 |
|
|
2023
Q1 | $99.2K | Buy |
1,130
+39
| +4% | +$3.42K | 0.07% | 46 |
|
|
2022
Q4 | $89.8K | Buy |
1,091
+350
| +47% | +$28.8K | 0.06% | 47 |
|
|
2022
Q3 | $56.2K | Buy |
741
+33
| +5% | +$2.51K | 0.04% | 48 |
|
|
2022
Q2 | $57.1K | Hold |
708
| – | – | 0.04% | 49 |
|
|
2022
Q1 | $68.6K | Buy |
708
+21
| +3% | +$2.03K | 0.04% | 51 |
|
|
2021
Q4 | $73K | Hold |
687
| – | – | 0.04% | 49 |
|
|
2021
Q3 | $65.9K | Sell |
687
-23
| -3% | -$2.21K | 0.04% | 51 |
|
|
2021
Q2 | $67.8K | Buy |
710
+6
| +0.9% | +$573 | 0.04% | 48 |
|
|
2021
Q1 | $61.8K | Sell |
704
-81
| -10% | -$7.11K | 0.03% | 48 |
|
|
2020
Q4 | $64.6K | Buy |
785
+395
| +101% | +$32.5K | 0.04% | 45 |
|
|
2020
Q3 | $57.4K | Hold |
390
| – | – | 0.04% | 46 |
|
|
2020
Q2 | $52.2K | Hold |
390
| – | – | 0.04% | 45 |
|
|
2020
Q1 | $42.8K | Buy |
390
+106
| +37% | +$11.6K | 0.03% | 47 |
|
|
2019
Q4 | $38.1K | Buy |
284
+10
| +4% | +$1.34K | 0.03% | 39 |
|
|
2019
Q3 | $33.9K | Buy |
+274
| New | +$33.9K | 0.02% | 46 |
|