Flagship Harbor Advisors’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 | $443K | Buy |
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|
2025
Q1 | $392K | Buy |
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|
2024
Q4 | $406K | Buy |
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|
2024
Q3 | $397K | Buy |
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|
2024
Q1 | $386K | Sell |
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|
2023
Q4 | $359K | Sell |
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|
2023
Q3 | $322K | Sell |
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|
2023
Q2 | $344K | Buy |
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|
2023
Q1 | $309K | Buy |
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|
2022
Q4 | $289K | Buy |
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|
2022
Q3 | $266K | Sell |
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|
2022
Q2 | $293K | Buy |
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|
2022
Q1 | $348K | Buy |
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|
2021
Q4 | $362K | Buy |
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|
2021
Q3 | $231K | Hold |
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|
2021
Q2 | $231K | Sell |
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|
2021
Q1 | $591K | Buy |
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|
2020
Q4 | $402K | Sell |
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|
2020
Q3 | $406K | Sell |
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|
2020
Q2 | $372K | Sell |
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|
2020
Q1 | $400K | Sell |
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|
2019
Q4 | $720K | Sell |
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|
2019
Q3 | $829K | Sell |
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|
2019
Q2 | $878K | Sell |
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|
2019
Q1 | $994K | Sell |
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|
2018
Q4 | $1.14M | Buy |
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|
2018
Q3 | $1.26M | Sell |
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|
2018
Q2 | $1.22M | Sell |
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|
2018
Q1 | $1.2M | Buy |
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|
2017
Q4 | $1.19M | Buy |
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|
2017
Q3 | $1.08M | Buy |
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|
2017
Q2 | $976K | Buy |
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|
2017
Q1 | $868K | Buy |
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|
2016
Q4 | $720K | Buy |
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