Harfst & Associates’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 | $246K | Sell |
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|
2025
Q2 | $240K | Hold |
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|
2025
Q1 | $217K | Sell |
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|
2024
Q4 | $257K | Sell |
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|
2024
Q3 | $270K | Sell |
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|
2024
Q2 | $255K | Hold |
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|
2024
Q1 | $247K | Hold |
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|
2023
Q4 | $228K | Hold |
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|
2023
Q3 | $204K | Hold |
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|
2023
Q2 | $212K | Sell |
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|
2023
Q1 | $221K | Sell |
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|
2022
Q4 | $236K | Hold |
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|
2022
Q3 | $218K | Hold |
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|
2022
Q2 | $231K | Hold |
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|
2022
Q1 | $277K | Hold |
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|
2021
Q4 | $304K | Hold |
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|
2021
Q3 | $274K | Hold |
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|
2021
Q2 | $273K | Buy |
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|
2021
Q1 | $210K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $124K | Hold |
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|
2017
Q1 | $120K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $125K | Hold |
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|
2015
Q3 | $118K | Hold |
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|
2015
Q2 | $128K | Buy |
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