HG
Harbor Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Buy |
3,624
+194
| +6% | +$24.6K | 0.08% | 65 |
|
|
2025
Q1 | $394K | Sell |
3,430
-27
| -0.8% | -$3.1K | 0.08% | 62 |
|
|
2024
Q4 | $420K | Buy |
3,457
+91
| +3% | +$11.1K | 0.09% | 58 |
|
|
2024
Q3 | $405K | Sell |
3,366
-88
| -3% | -$10.6K | 0.09% | 59 |
|
|
2024
Q2 | $388K | Buy |
3,454
+4
| +0.1% | +$449 | 0.1% | 58 |
|
|
2024
Q1 | $377K | Buy |
3,450
+3
| +0.1% | +$327 | 0.1% | 54 |
|
|
2023
Q4 | $346K | Buy |
3,447
+245
| +8% | +$24.6K | 0.1% | 54 |
|
|
2023
Q3 | $288K | Buy |
3,202
+464
| +17% | +$41.7K | 0.16% | 48 |
|
|
2023
Q2 | $256K | Buy |
2,738
+2
| +0.1% | +$187 | 0.14% | 52 |
|
|
2023
Q1 | $240K | Buy |
2,736
+76
| +3% | +$6.67K | 0.14% | 54 |
|
|
2022
Q4 | $219K | Sell |
2,660
-56
| -2% | -$4.61K | 0.14% | 49 |
|
|
2022
Q3 | $206K | Sell |
2,716
-118
| -4% | -$8.95K | 0.15% | 46 |
|
|
2022
Q2 | $229K | Buy |
2,834
+3
| +0.1% | +$242 | 0.17% | 45 |
|
|
2022
Q1 | $274K | Buy |
2,831
+131
| +5% | +$12.7K | 0.17% | 38 |
|
|
2021
Q4 | $287K | Buy |
2,700
+107
| +4% | +$11.4K | 0.17% | 40 |
|
|
2021
Q3 | $249K | Buy |
+2,593
| New | +$249K | 0.16% | 43 |
|