Arcadia Investment 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
Q3 | $132K | Hold |
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|
2025
Q2 | $124K | Buy |
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|
2025
Q1 | $111K | Sell |
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|
2024
Q4 | $128K | Hold |
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|
2024
Q3 | $126K | Sell |
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|
2024
Q2 | $127K | Hold |
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|
2024
Q1 | $123K | Hold |
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|
2023
Q4 | $114K | Hold |
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|
2023
Q3 | $102K | Hold |
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|
2023
Q2 | $106K | Hold |
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|
2023
Q1 | $99.2K | Buy |
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|
2022
Q4 | $89.8K | Buy |
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|
2022
Q3 | $56.2K | Buy |
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|
2022
Q2 | $57.1K | Hold |
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|
2022
Q1 | $68.6K | Buy |
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|
2021
Q4 | $73K | Hold |
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|
2021
Q3 | $65.9K | Sell |
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|
2021
Q2 | $67.8K | Buy |
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|
2021
Q1 | $61.8K | Sell |
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|
2020
Q4 | $64.6K | Buy |
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|
2020
Q3 | $57.4K | Hold |
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|
2020
Q2 | $52.2K | Hold |
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|
2020
Q1 | $42.8K | Buy |
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|
2019
Q4 | $38.1K | Buy |
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|
2019
Q3 | $33.9K | Buy |
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