Barrett Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $508K | Hold |
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|
2021
Q4 | $558K | Buy |
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|
2021
Q3 | $115K | Hold |
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|
2021
Q2 | $115K | Sell |
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|
2021
Q1 | $127K | Hold |
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|
2020
Q4 | $119K | Sell |
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|
2020
Q3 | $121K | Sell |
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|
2020
Q2 | $127K | Hold |
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|
2020
Q1 | $104K | Hold |
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|
2019
Q4 | $127K | Hold |
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|
2019
Q3 | $117K | Hold |
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|
2019
Q2 | $116K | Buy |
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|
2019
Q1 | $103K | Hold |
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|
2018
Q4 | $90K | Hold |
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|
2018
Q3 | $104K | Sell |
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|
2018
Q2 | $102K | Buy |
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|
2018
Q1 | $86K | Hold |
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|
2017
Q4 | $86K | Hold |
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|
2017
Q3 | $81K | Hold |
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|
2017
Q2 | $79K | Sell |
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|
2017
Q1 | $103K | Hold |
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|
2016
Q4 | $97K | Buy |
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|
2016
Q3 | $77K | Buy |
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|
2016
Q2 | $67K | Buy |
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|
2016
Q1 | $63K | Buy |
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|
2015
Q4 | $60K | Buy |
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|
2015
Q3 | $53K | Hold |
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|
2015
Q2 | $57K | Buy |
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|
2015
Q1 | $55K | Buy |
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|
2014
Q4 | $42K | Buy |
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|
2014
Q3 | $23K | Hold |
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|
2014
Q2 | $23K | Hold |
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|
2014
Q1 | $21K | Hold |
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|
2013
Q4 | $21K | Buy |
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|
2013
Q3 | $14K | Hold |
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|
2013
Q2 | $14K | Buy |
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