Cambridge Investment Research 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
Q2 | $5.88M | Sell |
|
|||||
|
2025
Q1 | $5.62M | Sell |
|
|||||
|
2024
Q4 | $6.16M | Sell |
|
|||||
|
2024
Q3 | $6.33M | Buy |
|
|||||
|
2024
Q2 | $5.9M | Sell |
|
|||||
|
2024
Q1 | $5.88M | Sell |
|
|||||
|
2023
Q4 | $6.59M | Sell |
|
|||||
|
2023
Q3 | $6.16M | Buy |
|
|||||
|
2023
Q2 | $5.98M | Sell |
|
|||||
|
2023
Q1 | $6.7M | Buy |
|
|||||
|
2022
Q4 | $6.06M | Buy |
|
|||||
|
2022
Q3 | $5.34M | Sell |
|
|||||
|
2022
Q2 | $5.93M | Buy |
|
|||||
|
2022
Q1 | $7.08M | Sell |
|
|||||
|
2021
Q4 | $8.66M | Buy |
|
|||||
|
2021
Q3 | $6.1M | Buy |
|
|||||
|
2021
Q2 | $5.57M | Buy |
|
|||||
|
2021
Q1 | $2.87M | Buy |
|
|||||
|
2020
Q4 | $2.37M | Buy |
|
|||||
|
2020
Q3 | $1.93M | Buy |
|
|||||
|
2020
Q2 | $1.61M | Buy |
|
|||||
|
2020
Q1 | $1.13M | Buy |
|
|||||
|
2019
Q4 | $1.08M | Buy |
|
|||||
|
2019
Q3 | $918K | Buy |
|
|||||
|
2019
Q2 | $899K | Buy |
|
|||||
|
2019
Q1 | $617K | Buy |
|
|||||
|
2018
Q4 | $404K | Buy |
|
|||||
|
2018
Q3 | $404K | Buy |
|
|||||
|
2018
Q2 | $366K | Sell |
|
|||||
|
2018
Q1 | $378K | Sell |
|
|||||
|
2017
Q4 | $503K | Sell |
|
|||||
|
2017
Q3 | $753K | Buy |
|
|||||
|
2017
Q2 | $698K | Sell |
|
|||||
|
2017
Q1 | $734K | Sell |
|
|||||
|
2016
Q4 | $696K | Sell |
|
|||||
|
2016
Q3 | $720K | Buy |
|
|||||
|
2016
Q2 | $549K | Sell |
|
|||||
|
2016
Q1 | $552K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $244K | Buy |
|
|||||
|
2015
Q1 | $241K | Hold |
|
|||||
|
2014
Q4 | $242K | Hold |
|
|||||
|
2014
Q3 | $231K | Sell |
|
|||||
|
2014
Q2 | $346K | Sell |
|
|||||
|
2014
Q1 | $334K | Buy |
|
|||||
|
2013
Q4 | $227K | Buy |
|