FundX Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4.79M | Buy |
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|
2021
Q3 | $1.57M | Hold |
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|
2021
Q2 | $2.56K | Hold |
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|
2021
Q1 | $1.43M | Hold |
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|
2020
Q4 | $1.34M | Hold |
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|
2020
Q3 | $1.2M | Hold |
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|
2020
Q2 | $1.09M | Hold |
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|
2020
Q1 | $896K | Hold |
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|
2019
Q4 | $1.09M | Hold |
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|
2019
Q3 | $1.01M | Hold |
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|
2019
Q2 | $995K | Hold |
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|
2019
Q1 | $965K | Sell |
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|
2018
Q4 | $964K | Hold |
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|
2018
Q3 | $1.11M | Hold |
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|
2018
Q2 | $1.05M | Hold |
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|
2018
Q1 | $1.04M | Sell |
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|
2017
Q4 | $1.08M | Hold |
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|
2017
Q3 | $1.02M | Sell |
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|
2017
Q2 | $1.29M | Sell |
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|
2017
Q1 | $1.27M | Hold |
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|
2016
Q4 | $1.19M | Sell |
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|
2016
Q3 | $1.86M | Buy |
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|
2016
Q2 | $1.51M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $827K | Buy |
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