Harbor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $500K | Buy |
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|
2025
Q2 | $459K | Buy |
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|
2025
Q1 | $394K | Sell |
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|
2024
Q4 | $420K | Buy |
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|
2024
Q3 | $405K | Sell |
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|
2024
Q2 | $388K | Buy |
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|
2024
Q1 | $377K | Buy |
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|
2023
Q4 | $346K | Buy |
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|
2023
Q3 | $288K | Buy |
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|
2023
Q2 | $256K | Buy |
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|
2023
Q1 | $240K | Buy |
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|
2022
Q4 | $219K | Sell |
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|
2022
Q3 | $206K | Sell |
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|
2022
Q2 | $229K | Buy |
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|
2022
Q1 | $274K | Buy |
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|
2021
Q4 | $287K | Buy |
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|
2021
Q3 | $249K | Buy |
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