Harbor Investment Advisory’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 | $444K | Sell |
|
|||||
|
2025
Q2 | $416K | Hold |
|
|||||
|
2025
Q1 | $377K | Sell |
|
|||||
|
2024
Q4 | $401K | Hold |
|
|||||
|
2024
Q3 | $397K | Hold |
|
|||||
|
2024
Q2 | $371K | Sell |
|
|||||
|
2024
Q1 | $365K | Hold |
|
|||||
|
2023
Q4 | $336K | Hold |
|
|||||
|
2023
Q3 | $301K | Sell |
|
|||||
|
2023
Q2 | $314K | Sell |
|
|||||
|
2023
Q1 | $295K | Hold |
|
|||||
|
2022
Q4 | $277K | Buy |
|
|||||
|
2022
Q3 | $254K | Sell |
|
|||||
|
2022
Q2 | $274K | Sell |
|
|||||
|
2022
Q1 | $388K | Buy |
|
|||||
|
2021
Q4 | $247K | Buy |
|
|||||
|
2021
Q3 | $217K | Buy |
|
|||||
|
2021
Q2 | $191K | Buy |
|
|||||
|
2021
Q1 | $157K | Buy |
|
|||||
|
2020
Q4 | $135K | Buy |
|
|||||
|
2020
Q3 | $79K | Buy |
|
|||||
|
2020
Q2 | $60K | Sell |
|
|||||
|
2020
Q1 | $53K | Sell |
|
|||||
|
2019
Q4 | $105K | Buy |
|