Homrich & Berg’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.89M | Sell |
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|
2021
Q2 | $1.93M | Sell |
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|
2021
Q1 | $1.79M | Sell |
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|
2020
Q4 | $1.7M | Sell |
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|
2020
Q3 | $1.55M | Buy |
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|
2020
Q2 | $1.29M | Buy |
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|
2020
Q1 | $1.03M | Buy |
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|
2019
Q4 | $1.03M | Hold |
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|
2019
Q3 | $953K | Hold |
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|
2019
Q2 | $939K | Buy |
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|
2019
Q1 | $885K | Buy |
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|
2018
Q4 | $214K | Buy |
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|
2018
Q3 | $239K | Buy |
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