Cetera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.01M | Buy |
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|
2023
Q4 | $1.37M | Buy |
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|
2023
Q3 | $1.18M | Sell |
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|
2023
Q2 | $1.23M | Sell |
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|
2023
Q1 | $1.27M | Buy |
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|
2022
Q4 | $1.15M | Buy |
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|
2022
Q3 | $997K | Buy |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.28M | Sell |
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|
2021
Q4 | $1.42M | Sell |
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|
2021
Q3 | $1.49M | Buy |
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|
2021
Q2 | $1.1M | Buy |
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|
2021
Q1 | $919K | Buy |
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|
2020
Q4 | $818K | Hold |
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|
2020
Q3 | $731K | Sell |
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|
2020
Q2 | $707K | Buy |
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|
2020
Q1 | $577K | Buy |
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|
2019
Q4 | $623K | Sell |
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|
2019
Q3 | $602K | Buy |
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|
2019
Q2 | $580K | Buy |
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|
2019
Q1 | $433K | Buy |
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|
2018
Q4 | $359K | Sell |
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|
2018
Q3 | $753K | Buy |
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|
2018
Q2 | $599K | Buy |
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|
2018
Q1 | $264K | Sell |
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|
2017
Q4 | $3.05M | Buy |
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|
2017
Q3 | $2.15M | Buy |
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|
2017
Q2 | $802K | Buy |
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|
2017
Q1 | $568K | Sell |
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|
2016
Q4 | $719K | Buy |
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|
2016
Q3 | $462K | Hold |
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|
2016
Q2 | $438K | Buy |
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|
2016
Q1 | $395K | Hold |
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|
2015
Q4 | $388K | Buy |
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|
2015
Q3 | $312K | Hold |
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|
2015
Q2 | $336K | Buy |
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|
2015
Q1 | $287K | Hold |
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|
2014
Q4 | $288K | Sell |
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|
2014
Q3 | $297K | Sell |
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|
2014
Q2 | $371K | Hold |
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|
2014
Q1 | $352K | Buy |
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|
2013
Q4 | $273K | Sell |
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|
2013
Q3 | $301K | Hold |
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|
2013
Q2 | $289K | Buy |
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