Crestwood Advisors 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
Q2 | $2.52M | Sell |
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|
2025
Q1 | $2.38M | Buy |
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|
2024
Q4 | $1.34M | Buy |
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|
2024
Q3 | $1.3M | Buy |
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|
2024
Q2 | $1.21M | Buy |
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|
2024
Q1 | $336K | Hold |
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|
2023
Q4 | $309K | Hold |
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|
2023
Q3 | $277K | Hold |
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|
2023
Q2 | $288K | Hold |
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|
2023
Q1 | $270K | Hold |
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|
2022
Q4 | $253K | Sell |
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|
2022
Q3 | $260K | Hold |
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|
2022
Q2 | $276K | Sell |
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|
2022
Q1 | $334K | Sell |
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|
2021
Q4 | $371K | Buy |
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|
2021
Q3 | $333K | Hold |
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|
2021
Q2 | $332K | Hold |
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|
2021
Q1 | $305K | Hold |
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|
2020
Q4 | $286K | Hold |
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|
2020
Q3 | $255K | Hold |
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|
2020
Q2 | $232K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $233K | Hold |
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|
2019
Q3 | $214K | Hold |
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|
2019
Q2 | $211K | Hold |
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|
2019
Q1 | $205K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $207K | Hold |
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|
2018
Q2 | $202K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $203K | Sell |
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|
2017
Q1 | $231K | Sell |
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|
2016
Q4 | $274K | Sell |
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|
2016
Q3 | $272K | Hold |
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|
2016
Q2 | $259K | Hold |
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|
2016
Q1 | $255K | Sell |
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|
2015
Q4 | $252K | Sell |
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|
2015
Q3 | $363K | Hold |
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|
2015
Q2 | $392K | Sell |
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|
2015
Q1 | $453K | Hold |
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|
2014
Q4 | $455K | Hold |
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|
2014
Q3 | $435K | Buy |
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|
2014
Q2 | $430K | Hold |
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|
2014
Q1 | $409K | Buy |
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|
2013
Q4 | $303K | Buy |
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|
2013
Q3 | $272K | Buy |
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|
2013
Q2 | $213K | Buy |
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