Grimes & Company’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 | $3.93M | Buy |
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|
2025
Q1 | $3.46M | Buy |
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|
2024
Q4 | $3.63M | Sell |
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|
2024
Q3 | $3.61M | Buy |
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|
2024
Q2 | $3.33M | Sell |
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|
2024
Q1 | $3.28M | Buy |
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|
2023
Q4 | $2.71M | Buy |
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|
2023
Q3 | $2.36M | Sell |
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|
2023
Q2 | $2.56M | Buy |
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|
2023
Q1 | $2.36M | Buy |
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|
2022
Q4 | $2.07M | Sell |
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|
2022
Q3 | $1.94M | Sell |
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|
2022
Q2 | $2.27M | Sell |
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|
2022
Q1 | $3.4M | Buy |
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|
2021
Q4 | $3.69M | Buy |
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|
2021
Q3 | $3.11M | Buy |
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|
2021
Q2 | $2.71M | Buy |
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|
2021
Q1 | $2.32M | Buy |
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|
2020
Q4 | $1.92M | Buy |
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|
2020
Q3 | $1.42M | Sell |
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|
2020
Q2 | $1.51M | Buy |
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|
2020
Q1 | $694K | Buy |
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|
2019
Q4 | $800K | Buy |
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|
2019
Q3 | $624K | Buy |
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|
2019
Q2 | $559K | Buy |
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|
2019
Q1 | $453K | Buy |
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|
2018
Q4 | $259K | Buy |
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