First Command Bank’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
2023
Q2
$483K Buy
2023
Q1
$345K Buy
2022
Q4
$253K Sell
2022
Q3
$236K Sell
2022
Q2
$275K Buy
2022
Q1
$302K Buy
2021
Q4
$280K Hold
2021
Q3
$280K Hold
2021
Q2
$279K Hold
2021
Q1
$256K Hold
2020
Q4
$240K Buy
2020
Q3
$185K Hold
2020
Q2
$168K Hold
2020
Q1
$138K Hold
2019
Q4
$169K Buy
2019
Q3
$106K Hold
2019
Q2
$105K Hold
2019
Q1
$102K Hold
2018
Q4
$89K Buy
2018
Q3
$48K Buy