Brinker Capital Investments’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 | $639K | Sell |
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|
2025
Q1 | $591K | Buy |
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|
2024
Q4 | $467K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $209K | Hold |
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|
2021
Q4 | $230K | Hold |
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|
2021
Q3 | $207K | Hold |
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|
2021
Q2 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $145K | Hold |
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|
2019
Q3 | $133K | Hold |
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|
2019
Q2 | $132K | Hold |
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|
2019
Q1 | $128K | Hold |
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|
2018
Q4 | $111K | Hold |
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|
2018
Q3 | $129K | Hold |
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|
2018
Q2 | $122K | Hold |
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|
2018
Q1 | $120K | Hold |
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|
2017
Q4 | $120K | Hold |
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|
2017
Q3 | $113K | Hold |
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|
2017
Q2 | $110K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $66K | Sell |
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|
2015
Q2 | $101K | Buy |
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