Fountainhead AM’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 | $1.11M | Sell |
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|
2025
Q2 | $1.05M | Sell |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.31M | Sell |
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|
2024
Q3 | $1.45M | Buy |
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|
2024
Q2 | $1.33M | Sell |
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|
2024
Q1 | $1.33M | Buy |
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|
2023
Q4 | $1.12M | Sell |
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|
2023
Q3 | $1.04M | Buy |
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|
2023
Q2 | $1.01M | Sell |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $966K | Buy |
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|
2022
Q3 | $706K | Sell |
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|
2022
Q2 | $904K | Buy |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $962K | Buy |
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|
2021
Q2 | $502K | Hold |
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|
2021
Q1 | $502K | Buy |
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|
2020
Q4 | $380K | Buy |
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