Concourse Financial Group Securities’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
Q1 | – | Hold |
0
| – | – | – | 7397 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 7823 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 7817 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 7823 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 7821 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 7756 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 7563 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 7377 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 7117 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 7131 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 6951 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 6873 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 6742 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 6657 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 6449 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6221 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6007 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5820 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 5603 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 5463 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 5411 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5330 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 5161 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 5243 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 5165 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5059 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 4873 |
|