Brookstone Capital Management’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 | $4.49M | Buy |
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|
2025
Q2 | $3.9M | Sell |
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2025
Q1 | $3.8M | Sell |
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|
2024
Q4 | $4.3M | Buy |
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|
2024
Q3 | $4.2M | Buy |
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|
2024
Q2 | $4M | Sell |
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|
2024
Q1 | $3.83M | Sell |
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|
2023
Q4 | $3.72M | Sell |
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|
2023
Q3 | $3.57M | Sell |
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|
2023
Q2 | $3.78M | Sell |
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|
2023
Q1 | $3.65M | Sell |
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|
2022
Q4 | $3.77M | Sell |
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|
2022
Q3 | $5.17M | Sell |
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|
2022
Q2 | $7.39M | Sell |
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|
2022
Q1 | $9.14M | Buy |
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|
2021
Q4 | $9.99M | Buy |
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|
2021
Q3 | $8.41M | Buy |
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|
2021
Q2 | $7.87M | Buy |
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|
2021
Q1 | $4.83M | Buy |
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|
2020
Q4 | $3.17M | Buy |
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|
2020
Q3 | $2.06M | Buy |
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|
2020
Q2 | $1.63M | Buy |
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