Chicago Partners Investment Group’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 | $2.03M | Sell |
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|
2025
Q2 | $1.88M | Sell |
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|
2025
Q1 | $1.7M | Buy |
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|
2024
Q4 | $1.76M | Sell |
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|
2024
Q3 | $1.73M | Sell |
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|
2024
Q2 | $1.65M | Sell |
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|
2024
Q1 | $1.58M | Sell |
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|
2023
Q4 | $1.55M | Buy |
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|
2023
Q3 | $1.33M | Buy |
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|
2023
Q2 | $1.44M | Buy |
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|
2023
Q1 | $1.16M | Buy |
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|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $1.08M | Buy |
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|
2022
Q2 | $1.17M | Hold |
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|
2022
Q1 | $1.11M | Hold |
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|
2021
Q4 | $1.26M | Hold |
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|
2021
Q3 | $1.38M | Hold |
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|
2021
Q2 | $1.3M | Sell |
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|
2021
Q1 | $1.25M | Hold |
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|
2020
Q4 | $1.14M | Sell |
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|
2020
Q3 | $1M | Sell |
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|
2020
Q2 | $959K | Sell |
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|
2020
Q1 | $852K | Hold |
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|
2019
Q4 | $967K | Buy |
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