Goldman Sachs’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Buy |
3,229
+632
| +24% | +$80.1K | ﹤0.01% | 4364 |
|
|
2025
Q1 | $298K | Sell |
2,597
-239
| -8% | -$27.5K | ﹤0.01% | 4513 |
|
|
2024
Q4 | $345K | Sell |
2,836
-265
| -9% | -$32.2K | ﹤0.01% | 4473 |
|
|
2024
Q3 | $373K | Sell |
3,101
-16,453
| -84% | -$1.98M | ﹤0.01% | 4253 |
|
|
2024
Q2 | $2.2M | Sell |
19,554
-14,694
| -43% | -$1.65M | ﹤0.01% | 3134 |
|
|
2024
Q1 | $3.74M | Buy |
34,248
+30,368
| +783% | +$3.32M | ﹤0.01% | 2800 |
|
|
2023
Q4 | $390K | Buy |
+3,880
| New | +$390K | ﹤0.01% | 4066 |
|
|
2023
Q3 | – | Sell |
-20,430
| Closed | -$1.91M | – | 4930 |
|
|
2023
Q2 | $1.91M | Sell |
20,430
-57,859
| -74% | -$5.42M | ﹤0.01% | 3232 |
|
|
2023
Q1 | $6.87M | Sell |
78,289
-1,645
| -2% | -$144K | ﹤0.01% | 2288 |
|
|
2022
Q4 | $6.58M | Buy |
79,934
+26,360
| +49% | +$2.17M | ﹤0.01% | 2430 |
|
|
2022
Q3 | $4.07M | Buy |
53,574
+777
| +1% | +$59K | ﹤0.01% | 2799 |
|
|
2022
Q2 | $4.26M | Buy |
52,797
+22,332
| +73% | +$1.8M | ﹤0.01% | 2792 |
|
|
2022
Q1 | $2.95M | Sell |
30,465
-8,259
| -21% | -$800K | ﹤0.01% | 3257 |
|
|
2021
Q4 | $4.11M | Buy |
38,724
+15,466
| +66% | +$1.64M | ﹤0.01% | 2950 |
|
|
2021
Q3 | $2.23M | Sell |
23,258
-21,084
| -48% | -$2.02M | ﹤0.01% | 3397 |
|
|
2021
Q2 | $4.24M | Hold |
44,342
| – | – | ﹤0.01% | 2902 |
|
|
2021
Q1 | $3.89M | Hold |
44,342
| – | – | ﹤0.01% | 2859 |
|
|
2020
Q4 | $3.65M | Hold |
44,342
| – | – | ﹤0.01% | 2670 |
|
|
2020
Q3 | $3.26M | Sell |
44,342
-14,552
| -25% | -$1.07M | ﹤0.01% | 2644 |
|
|
2020
Q2 | $3.94M | Hold |
58,894
| – | – | ﹤0.01% | 2477 |
|
|
2020
Q1 | $3.23M | Hold |
58,894
| – | – | ﹤0.01% | 2504 |
|
|
2019
Q4 | $3.95M | Buy |
58,894
+26,616
| +82% | +$1.78M | ﹤0.01% | 2569 |
|
|
2019
Q3 | $2M | Buy |
+32,278
| New | +$2M | ﹤0.01% | 2828 |
|
|
2017
Q4 | – | Sell |
-63,482
| Closed | -$3.32M | – | 4296 |
|
|
2017
Q3 | $3.32M | Buy |
63,482
+46,086
| +265% | +$2.41M | ﹤0.01% | 2592 |
|
|
2017
Q2 | $889K | Sell |
17,396
-4,454
| -20% | -$228K | ﹤0.01% | 3212 |
|
|
2017
Q1 | $1.07M | Buy |
21,850
+12,542
| +135% | +$616K | ﹤0.01% | 3064 |
|
|
2016
Q4 | $428K | Buy |
9,308
+3,744
| +67% | +$172K | ﹤0.01% | 3537 |
|
|
2016
Q3 | $253K | Buy |
+5,564
| New | +$253K | ﹤0.01% | 3787 |
|
|
2014
Q1 | – | Sell |
-108,390
| Closed | -$4.16M | – | 4394 |
|
|
2013
Q4 | $4.16M | Buy |
108,390
+316
| +0.3% | +$12.1K | ﹤0.01% | 2125 |
|
|
2013
Q3 | $3.82M | Sell |
108,074
-1,568
| -1% | -$55.5K | ﹤0.01% | 2080 |
|
|
2013
Q2 | $3.71M | Buy |
+109,642
| New | +$3.71M | ﹤0.01% | 1952 |
|