Ellevest Inc’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 | $1.72M | Sell |
|
|||||
|
2025
Q1 | $23.1M | Sell |
|
|||||
|
2024
Q4 | $28.4M | Sell |
|
|||||
|
2024
Q3 | $28.2M | Sell |
|
|||||
|
2024
Q2 | $26.4M | Buy |
|
|||||
|
2024
Q1 | $25.5M | Sell |
|
|||||
|
2023
Q4 | $23.7M | Buy |
|
|||||
|
2023
Q3 | $21.2M | Sell |
|
|||||
|
2023
Q2 | $24.6M | Buy |
|
|||||
|
2023
Q1 | $22.7M | Buy |
|
|||||
|
2022
Q4 | $20.5M | Buy |
|
|||||
|
2022
Q3 | $18.7M | Buy |
|
|||||
|
2022
Q2 | $18.8M | Buy |
|
|||||
|
2022
Q1 | $21.4M | Buy |
|
|||||
|
2021
Q4 | $21.2M | Buy |
|
|||||
|
2021
Q3 | $18.2M | Buy |
|
|||||
|
2021
Q2 | $16.7M | Buy |
|
|||||
|
2021
Q1 | $13.5M | Buy |
|
|||||
|
2020
Q4 | $10.8M | Buy |
|
|||||
|
2020
Q3 | $8.55M | Buy |
|
|||||
|
2020
Q2 | $6.86M | Buy |
|
|||||
|
2020
Q1 | $4.95M | Buy |
|
|||||
|
2019
Q4 | $5.36M | Buy |
|
|||||
|
2019
Q3 | $4.39M | Buy |
|
|||||
|
2019
Q2 | $3.87M | Buy |
|
|||||
|
2019
Q1 | $112K | Buy |
|