Asset Dedication LLC’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 | $2.79M | Sell |
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|
2025
Q1 | $2.58M | Buy |
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|
2024
Q4 | $2.65M | Sell |
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|
2024
Q3 | $2.67M | Buy |
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|
2024
Q2 | $2.44M | Sell |
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|
2024
Q1 | $2.48M | Sell |
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|
2023
Q4 | $2.4M | Buy |
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|
2023
Q3 | $2.13M | Sell |
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|
2023
Q2 | $2.23M | Sell |
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|
2023
Q1 | $2.1M | Buy |
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|
2022
Q4 | $1.96M | Sell |
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|
2022
Q3 | $1.95M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.83M | Buy |
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|
2021
Q4 | $1.72M | Buy |
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|
2021
Q3 | $715K | Buy |
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|
2021
Q2 | $115K | Buy |
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|
2021
Q1 | $95K | Sell |
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|
2020
Q4 | $90K | Buy |
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|
2020
Q3 | $80K | Sell |
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|
2020
Q2 | $108K | Buy |
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|
2020
Q1 | $18K | Sell |
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|
2019
Q4 | $26K | Sell |
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|
2019
Q3 | $45K | Sell |
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|
2019
Q2 | $72K | Buy |
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|
2019
Q1 | $65K | Buy |
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|
2018
Q4 | $56K | Buy |
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|
2018
Q3 | $58K | Buy |
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|
2018
Q2 | $52K | Hold |
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|
2018
Q1 | $51K | Sell |
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|
2017
Q4 | $67K | Hold |
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|
2017
Q3 | $63K | Hold |
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|
2017
Q2 | $61K | Hold |
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|
2017
Q1 | $59K | Hold |
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|
2016
Q4 | $55K | Buy |
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