HighTower Advisors’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 | $11.4M | Buy |
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|
2025
Q1 | $9.02M | Sell |
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|
2024
Q4 | $10.5M | Sell |
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|
2024
Q3 | $12.3M | Sell |
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|
2024
Q2 | $12.1M | Sell |
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|
2024
Q1 | $12.2M | Sell |
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|
2023
Q4 | $11.4M | Buy |
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|
2023
Q3 | $9.93M | Buy |
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|
2023
Q2 | $9.95M | Buy |
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|
2023
Q1 | $9.29M | Sell |
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|
2022
Q4 | $8.85M | Buy |
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|
2022
Q3 | $5.68M | Buy |
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|
2022
Q2 | $5.62M | Sell |
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|
2022
Q1 | $7.17M | Sell |
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|
2021
Q4 | $8.39M | Buy |
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|
2021
Q3 | $7.29M | Buy |
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|
2021
Q2 | $6.81M | Buy |
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|
2021
Q1 | $5.48M | Buy |
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|
2020
Q4 | $4.93M | Buy |
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|
2020
Q3 | $3.54M | Sell |
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|
2020
Q2 | $3.22M | Sell |
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|
2020
Q1 | $3.09M | Sell |
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|
2019
Q4 | $4.17M | Buy |
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|
2019
Q3 | $3.59M | Buy |
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|
2019
Q2 | $2.53M | Buy |
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|
2019
Q1 | $990K | Sell |
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|
2018
Q4 | $881K | Sell |
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|
2018
Q3 | $1.14M | Buy |
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|
2018
Q2 | $1.07M | Buy |
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|
2018
Q1 | $1M | Buy |
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|
2017
Q4 | $926K | Buy |
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|
2017
Q3 | $818K | Buy |
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|
2017
Q2 | $739K | Buy |
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|
2017
Q1 | $702K | Buy |
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|
2016
Q4 | $633K | Sell |
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|
2016
Q3 | $633K | Sell |
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|
2016
Q2 | $618K | Buy |
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|
2016
Q1 | $600K | Sell |
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|
2015
Q4 | $622K | Buy |
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|
2015
Q3 | $545K | Buy |
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|
2015
Q2 | $555K | Buy |
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|
2015
Q1 | $550K | Buy |
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|
2014
Q4 | $467K | Buy |
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|
2014
Q3 | $428K | Buy |
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|
2014
Q2 | $400K | Buy |
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