Bell Investment Advisors’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 | $226K | Buy |
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|
2025
Q1 | $105K | Sell |
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|
2024
Q4 | $113K | Sell |
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2024
Q3 | $112K | Sell |
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|
2024
Q2 | $119K | Sell |
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|
2024
Q1 | $116K | Sell |
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|
2023
Q4 | $123K | Buy |
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|
2023
Q3 | $107K | Sell |
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|
2023
Q2 | $190K | Sell |
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|
2023
Q1 | $270K | Buy |
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|
2022
Q4 | $253K | Buy |
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|
2022
Q3 | $233K | Hold |
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|
2022
Q2 | $247K | Buy |
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|
2021
Q4 | $325K | Sell |
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|
2021
Q3 | $647K | Buy |
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