Bank Hapoalim BM’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-113,250
| Closed | -$13.8M | – | 134 |
|
|
2024
Q4 | $13.8M | Hold |
113,250
| – | – | 2.23% | 10 |
|
|
2024
Q3 | $13.6M | Hold |
113,250
| – | – | 2.07% | 12 |
|
|
2024
Q2 | $12.7M | Buy |
+113,250
| New | +$12.7M | 1.8% | 16 |
|
|
2023
Q2 | – | Sell |
-124,000
| Closed | -$10.9M | – | 160 |
|
|
2023
Q1 | $10.9M | Hold |
124,000
| – | – | 1.5% | 23 |
|
|
2022
Q4 | $10.2M | Hold |
124,000
| – | – | 1.27% | 28 |
|
|
2022
Q3 | $9.41M | Hold |
124,000
| – | – | 1.18% | 29 |
|
|
2022
Q2 | $10M | Hold |
124,000
| – | – | 1.25% | 28 |
|
|
2022
Q1 | $12M | Hold |
124,000
| – | – | 1.25% | 28 |
|
|
2021
Q4 | $13.2M | Hold |
124,000
| – | – | 1.32% | 24 |
|
|
2021
Q3 | $11.9M | Buy |
124,000
+85,379
| +221% | +$8.19M | 1.24% | 23 |
|
|
2021
Q2 | $11.9M | Buy |
38,621
+621
| +2% | +$191K | 1.34% | 22 |
|
|
2021
Q1 | $3.34M | Hold |
38,000
| – | – | 0.42% | 59 |
|
|
2020
Q4 | $3.13M | Buy |
38,000
+32,410
| +580% | +$2.67M | 0.43% | 52 |
|
|
2020
Q3 | $19K | Buy |
+5,590
| New | +$19K | 0.89% | 12 |
|