Bartlett & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $284K | Hold |
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|
2023
Q3 | $255K | Hold |
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|
2023
Q2 | $264K | Hold |
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|
2023
Q1 | $248K | Hold |
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|
2022
Q4 | $232K | Sell |
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|
2022
Q3 | $229K | Sell |
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|
2022
Q2 | $246K | Sell |
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|
2022
Q1 | $299K | Hold |
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|
2021
Q4 | $328K | Hold |
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|
2021
Q3 | $296K | Sell |
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|
2021
Q2 | $317K | Sell |
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|
2021
Q1 | $294K | Sell |
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|
2020
Q4 | $280K | Hold |
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|
2020
Q3 | $250K | Sell |
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|
2020
Q2 | $237K | Sell |
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|
2020
Q1 | $213K | Buy |
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|
2019
Q3 | $240K | Sell |
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|
2019
Q2 | $2.55M | Buy |
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|
2019
Q1 | $2.27M | Buy |
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|
2018
Q4 | $1.76M | Buy |
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|
2018
Q3 | $2M | Buy |
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|
2018
Q2 | $1.68M | Buy |
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|
2018
Q1 | $1.47M | Buy |
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|
2017
Q4 | $1.46M | Buy |
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|
2017
Q3 | $472K | Buy |
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|
2017
Q2 | $436K | Buy |
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|
2017
Q1 | $253K | Buy |
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|
2016
Q4 | $95K | Buy |
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|
2016
Q3 | $65K | Buy |
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|
2016
Q2 | $43K | Buy |
|