Glen Eagle 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 | $145K | Sell |
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|
2025
Q1 | $134K | Buy |
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|
2024
Q4 | $140K | Buy |
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|
2024
Q3 | $138K | Buy |
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|
2024
Q2 | $126K | Buy |
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|
2024
Q1 | $121K | Buy |
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|
2023
Q4 | $109K | Buy |
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|
2023
Q3 | $97.3K | Buy |
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|
2023
Q2 | $99.3K | Buy |
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|
2023
Q1 | $90.6K | Hold |
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|
2022
Q4 | $85K | Buy |
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|
2022
Q3 | $76.7K | Hold |
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|
2022
Q2 | $81.5K | Hold |
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|
2022
Q1 | $97.8K | Buy |
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|
2021
Q4 | $107K | Buy |
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|
2021
Q3 | $95.5K | Buy |
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|
2021
Q2 | $94.1K | Hold |
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|
2021
Q1 | $86.5K | Buy |
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|
2020
Q4 | $79.5K | Buy |
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|
2020
Q3 | $25.7K | Hold |
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|
2020
Q2 | $23.4K | Buy |
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|
2020
Q1 | $13.7K | Hold |
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|
2019
Q4 | $16.8K | Buy |
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