Bank Julius Baer & Co’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 | $1.25M | Buy |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $1.21M | Sell |
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|
2024
Q2 | $1.14M | Sell |
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|
2024
Q1 | $1.49M | Sell |
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|
2023
Q4 | $1.37M | Sell |
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|
2023
Q3 | $1.24M | Buy |
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|
2023
Q2 | $1.26M | Sell |
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|
2023
Q1 | $1.2M | Sell |
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|
2022
Q4 | $1.64M | Buy |
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|
2022
Q3 | $1.5M | Sell |
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|
2022
Q2 | $1.62M | Buy |
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|
2022
Q1 | $969K | Sell |
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|
2021
Q4 | $2.79M | Sell |
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|
2021
Q3 | $3.73M | Buy |
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|
2021
Q2 | $2.95M | Buy |
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|
2021
Q1 | $2.12M | Sell |
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|
2020
Q4 | $3.56M | Buy |
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|
2020
Q3 | $3.17M | Buy |
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|
2020
Q2 | $1.84M | Sell |
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|
2020
Q1 | $1.64M | Buy |
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