CIBC Private Wealth Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.2K | Hold |
317
| – | – | ﹤0.01% | 1750 |
|
|
2025
Q1 | $32.3K | Hold |
317
| – | – | ﹤0.01% | 1795 |
|
|
2024
Q4 | $38.8K | Hold |
317
| – | – | ﹤0.01% | 1776 |
|
|
2024
Q3 | $38.2K | Sell |
317
-100
| -24% | -$12K | ﹤0.01% | 1874 |
|
|
2024
Q2 | $47.6K | Sell |
417
-125
| -23% | -$14.3K | ﹤0.01% | 1697 |
|
|
2024
Q1 | $59K | Buy |
+542
| New | +$59K | ﹤0.01% | 1605 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$6K | – | 1634 |
|
|
2018
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 1688 |
|
|
2018
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 1638 |
|
|
2017
Q4 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 1657 |
|