Dynamic Advisor Solutions’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 | $278K | Hold |
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|
2025
Q2 | $259K | Buy |
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|
2025
Q1 | $235K | Buy |
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|
2024
Q4 | $238K | Buy |
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|
2024
Q3 | $229K | Sell |
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|
2024
Q2 | $259K | Buy |
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|
2024
Q1 | $251K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $287K | Sell |
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|
2023
Q2 | $539K | Sell |
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|
2023
Q1 | $616K | Sell |
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|
2022
Q4 | $896K | Sell |
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|
2022
Q3 | $919K | Sell |
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|
2022
Q2 | $1.45M | Sell |
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|
2022
Q1 | $1.91M | Buy |
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|
2021
Q4 | $2.06M | Sell |
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|
2021
Q3 | $2.06M | Sell |
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|
2021
Q2 | $2.07M | Buy |
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|
2021
Q1 | $1.61M | Buy |
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|
2020
Q4 | $388K | Buy |
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|
2020
Q3 | $325K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $204K | Buy |
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