First Personal Financial Services’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 | $399K | Sell |
|
|||||
|
2024
Q2 | $401K | Hold |
|
|||||
|
2024
Q1 | $389K | Sell |
|
|||||
|
2023
Q4 | $372K | Hold |
|
|||||
|
2023
Q3 | $333K | Sell |
|
|||||
|
2023
Q2 | $371K | Hold |
|
|||||
|
2023
Q1 | $347K | Buy |
|
|||||
|
2022
Q4 | $323K | Hold |
|
|||||
|
2022
Q3 | $298K | Sell |
|
|||||
|
2022
Q2 | $327K | Hold |
|
|||||
|
2022
Q1 | $393K | Buy |
|
|||||
|
2021
Q4 | $429K | Sell |
|
|||||
|
2021
Q3 | $433K | Hold |
|
|||||
|
2021
Q2 | $431K | Buy |
|
|||||
|
2021
Q1 | $381K | Sell |
|
|||||
|
2020
Q4 | $366K | Sell |
|
|||||
|
2020
Q3 | $331K | Sell |
|
|||||
|
2020
Q2 | $305K | Sell |
|
|||||
|
2020
Q1 | $263K | Sell |
|
|||||
|
2019
Q4 | $342K | Sell |
|
|||||
|
2019
Q3 | $325K | Hold |
|
|||||
|
2019
Q2 | $320K | Hold |
|
|||||
|
2019
Q1 | $311K | Sell |
|
|||||
|
2018
Q4 | $307K | Hold |
|
|||||
|
2018
Q3 | $356K | Sell |
|
|||||
|
2018
Q2 | $353K | Sell |
|
|||||
|
2018
Q1 | $397K | Sell |
|
|||||
|
2017
Q4 | $475K | Hold |
|
|||||
|
2017
Q3 | $447K | Sell |
|
|||||
|
2017
Q2 | $441K | Sell |
|
|||||
|
2017
Q1 | $431K | Sell |
|
|||||
|
2016
Q4 | $409K | Sell |
|
|||||
|
2016
Q3 | $409K | Hold |
|
|||||
|
2016
Q2 | $389K | Sell |
|
|||||
|
2016
Q1 | $384K | Sell |
|
|||||
|
2015
Q4 | $382K | Hold |
|
|||||
|
2015
Q3 | $361K | Buy |
|
|||||
|
2015
Q2 | $377K | Sell |
|
|||||
|
2015
Q1 | $383K | Hold |
|
|||||
|
2014
Q4 | $384K | Buy |
|