Cranbrook Wealth Management’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 | $87.8K | Sell |
|
|||||
|
2025
Q2 | $108K | Sell |
|
|||||
|
2025
Q1 | $103K | Hold |
|
|||||
|
2024
Q4 | $109K | Sell |
|
|||||
|
2024
Q3 | $118K | Buy |
|
|||||
|
2024
Q2 | $110K | Sell |
|
|||||
|
2024
Q1 | $115K | Buy |
|
|||||
|
2023
Q4 | $105K | Buy |
|
|||||
|
2023
Q3 | $94.1K | Hold |
|
|||||
|
2023
Q2 | $97.9K | Buy |
|
|||||
|
2023
Q1 | $91.7K | Sell |
|
|||||
|
2022
Q4 | $113K | Buy |
|
|||||
|
2022
Q3 | $104K | Buy |
|
|||||
|
2022
Q2 | $110K | Buy |
|
|||||
|
2022
Q1 | $132K | Buy |
|
|||||
|
2021
Q4 | $145K | Buy |
|
|||||
|
2021
Q3 | $130K | Buy |
|
|||||
|
2021
Q2 | $130K | Buy |
|
|||||
|
2021
Q1 | $119K | Buy |
|
|||||
|
2020
Q4 | $112K | Buy |
|
|||||
|
2020
Q3 | $99K | Buy |
|
|||||
|
2020
Q2 | $90K | Buy |
|
|||||
|
2020
Q1 | $74K | Sell |
|
|||||
|
2019
Q4 | $153K | Sell |
|
|||||
|
2019
Q3 | $216K | Buy |
|
|||||
|
2019
Q2 | $212K | Buy |
|
|||||
|
2019
Q1 | $127K | Buy |
|
|||||
|
2018
Q4 | $110K | Hold |
|
|||||
|
2018
Q3 | $128K | Hold |
|
|||||
|
2018
Q2 | $121K | Hold |
|
|||||
|
2018
Q1 | $119K | Hold |
|
|||||
|
2017
Q4 | $119K | Hold |
|
|||||
|
2017
Q3 | $112K | Hold |
|
|||||
|
2017
Q2 | $109K | Hold |
|
|||||
|
2017
Q1 | $105K | Hold |
|
|||||
|
2016
Q4 | $98K | Hold |
|
|||||
|
2016
Q3 | $97K | Hold |
|
|||||
|
2016
Q2 | $92K | Hold |
|
|||||
|
2016
Q1 | $91K | Hold |
|
|||||
|
2015
Q4 | $89K | Hold |
|
|||||
|
2015
Q3 | $84K | Hold |
|
|||||
|
2015
Q2 | $91K | Hold |
|
|||||
|
2015
Q1 | $92K | Hold |
|
|||||
|
2014
Q4 | $92K | Hold |
|
|||||
|
2014
Q3 | $88K | Hold |
|
|||||
|
2014
Q2 | $88K | Buy |
|
|||||
|
2014
Q1 | $71K | Hold |
|
|||||
|
2013
Q4 | $69K | Buy |
|