Bradley Foster & Sargent’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 | $456K | Hold |
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|
2025
Q1 | $414K | Hold |
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|
2024
Q4 | $438K | Hold |
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|
2024
Q3 | $433K | Hold |
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|
2024
Q2 | $405K | Hold |
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|
2024
Q1 | $393K | Hold |
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|
2023
Q4 | $362K | Sell |
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|
2023
Q3 | $353K | Hold |
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|
2023
Q2 | $353K | Hold |
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|
2023
Q1 | $331K | Hold |
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|
2022
Q4 | $311K | Buy |
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|
2022
Q3 | $279K | Hold |
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|
2022
Q2 | $297K | Hold |
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|
2022
Q1 | $356K | Buy |
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