Bigelow 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
Q3 | $1.71M | Buy |
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|
2025
Q2 | $1.58M | Sell |
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|
2025
Q1 | $1.44M | Sell |
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|
2024
Q4 | $1.6M | Sell |
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|
2024
Q3 | $1.75M | Buy |
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|
2024
Q2 | $1.6M | Sell |
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|
2024
Q1 | $1.64M | Sell |
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|
2023
Q4 | $1.54M | Sell |
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|
2023
Q3 | $1.44M | Sell |
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|
2023
Q2 | $1.5M | Sell |
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|
2023
Q1 | $1.41M | Sell |
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|
2022
Q4 | $1.57M | Buy |
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|
2022
Q3 | $1.4M | Buy |
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|
2022
Q2 | $1.41M | Sell |
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|
2022
Q1 | $1.75M | Buy |
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|
2021
Q4 | $1.7M | Buy |
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|
2021
Q3 | $1.44M | Buy |
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|
2021
Q2 | $1.2M | Hold |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $941K | Buy |
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|
2020
Q3 | $815K | Buy |
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|
2020
Q2 | $661K | Buy |
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|
2020
Q1 | $539K | Buy |
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|
2019
Q4 | $608K | Buy |
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|
2019
Q3 | $529K | Buy |
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|
2019
Q2 | $441K | Buy |
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|
2019
Q1 | $397K | Buy |
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|
2018
Q4 | $255K | Sell |
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|
2018
Q3 | $304K | Buy |
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