Brown Advisory’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 | $633K | Hold |
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2025
Q1 | $574K | Hold |
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|
2024
Q4 | $608K | Hold |
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|
2024
Q3 | $602K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $4.33M | Buy |
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|
2021
Q3 | $777K | Sell |
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|
2021
Q2 | $846K | Sell |
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|
2021
Q1 | $1.01M | Sell |
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|
2020
Q4 | $1.93M | Hold |
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|
2020
Q3 | $1.72M | Sell |
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|
2020
Q2 | $1.79M | Sell |
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|
2020
Q1 | $1.96M | Buy |
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|
2019
Q4 | $2.3M | Sell |
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|
2019
Q3 | $2.62M | Hold |
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|
2019
Q2 | $2.58M | Hold |
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|
2019
Q1 | $2.5M | Sell |
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|
2018
Q4 | $2.79M | Buy |
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|
2018
Q3 | $2.53M | Buy |
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