Diversified’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.38M | Sell |
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|
2024
Q2 | $1.3M | Buy |
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|
2024
Q1 | $249K | Sell |
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|
2023
Q4 | $241K | Buy |
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|
2023
Q3 | $214K | Hold |
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|
2023
Q2 | $222K | Buy |
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|
2023
Q1 | $208K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $205K | Buy |
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|
2022
Q1 | $245K | Buy |
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|
2021
Q4 | $269K | Buy |
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|
2021
Q3 | $242K | Sell |
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|
2021
Q2 | $286K | Buy |
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|
2021
Q1 | $262K | Buy |
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|
2020
Q4 | $218K | Buy |
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