Bell Bank’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
Q3 | – | Sell |
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|
2025
Q2 | $598K | Sell |
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2025
Q1 | $558K | Sell |
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|
2024
Q4 | $635K | Sell |
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|
2024
Q3 | $634K | Sell |
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|
2024
Q2 | $631K | Sell |
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|
2024
Q1 | $856K | Sell |
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|
2023
Q4 | $804K | Hold |
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|
2023
Q3 | $720K | Sell |
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|
2023
Q2 | $773K | Hold |
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|
2023
Q1 | $725K | Hold |
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|
2022
Q4 | $680K | Sell |
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|
2022
Q3 | $650K | Sell |
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|
2022
Q2 | $711K | Buy |
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|
2022
Q1 | $820K | Sell |
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|
2021
Q4 | $928K | Buy |
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|
2021
Q3 | $688K | Buy |
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|
2021
Q2 | $617K | Sell |
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|
2021
Q1 | $600K | Buy |
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|
2020
Q4 | $550K | Sell |
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|
2020
Q3 | $534K | Buy |
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|
2020
Q2 | $441K | Hold |
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|
2020
Q1 | $362K | Sell |
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|
2019
Q4 | $465K | Hold |
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|
2019
Q3 | $428K | Buy |
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