Bank of Montreal’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 | $6.66M | Buy |
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|
2025
Q1 | $6.01M | Buy |
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|
2024
Q4 | $6.32M | Buy |
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|
2024
Q3 | $6.2M | Buy |
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|
2024
Q2 | $5.4M | Buy |
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|
2024
Q1 | $5.14M | Buy |
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|
2023
Q4 | $4.66M | Buy |
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|
2023
Q3 | $4.4M | Buy |
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|
2023
Q2 | $4.2M | Buy |
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|
2023
Q1 | $3.76M | Buy |
|
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|
2022
Q4 | $3.36M | Buy |
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|
2022
Q3 | $3.04K | Sell |
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|
2022
Q2 | $3.52K | Sell |
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|
2022
Q1 | $4.26M | Buy |
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|
2021
Q4 | $4.35M | Buy |
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|
2021
Q3 | $3.88M | Buy |
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|
2021
Q2 | $3.55M | Buy |
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|
2021
Q1 | $242K | Sell |
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|
2020
Q4 | $312K | Buy |
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|
2020
Q3 | $201K | Sell |
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|
2020
Q2 | $305K | Buy |
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|
2020
Q1 | $237K | Sell |
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|
2019
Q4 | $299K | Hold |
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|
2019
Q3 | $276K | Sell |
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|
2019
Q2 | $1.09M | Buy |
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|
2019
Q1 | $899K | Buy |
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|
2018
Q4 | $212K | Sell |
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|
2018
Q3 | $269K | Buy |
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|
2018
Q2 | $227K | Buy |
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|
2018
Q1 | $222K | Buy |
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|
2017
Q4 | $203K | Sell |
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|
2017
Q3 | $787K | Hold |
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|
2017
Q2 | $769K | Buy |
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|
2017
Q1 | $666K | Buy |
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|
2016
Q4 | $436K | Hold |
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|
2016
Q3 | $437K | Hold |
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|
2016
Q2 | $415K | Sell |
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|
2016
Q1 | $459K | Sell |
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|
2015
Q4 | $511K | Buy |
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|
2015
Q3 | $459K | Sell |
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|
2015
Q2 | $933K | Buy |
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|
2015
Q1 | $941K | Buy |
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|
2014
Q4 | $943K | Buy |
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|
2014
Q3 | $876K | Buy |
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|
2014
Q2 | $876K | Buy |
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|
2014
Q1 | $831K | Buy |
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|
2013
Q4 | $770K | Sell |
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|
2013
Q3 | $802K | Buy |
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|
2013
Q2 | $49K | Buy |
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