Hudock Inc’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
Q1 | – | Sell |
-2,072
| Closed | -$252K | – | 183 |
|
|
2024
Q4 | $252K | Buy |
2,072
+1
| +0% | +$123 | 0.04% | 145 |
|
|
2024
Q3 | $249K | Buy |
2,071
+1
| +0% | +$115 | 0.04% | 147 |
|
|
2024
Q2 | $233K | Buy |
2,070
+1
| +0% | +$108 | 0.04% | 152 |
|
|
2024
Q1 | $226K | Sell |
2,069
-664
| -24% | -$69.1K | 0.05% | 129 |
|
|
2023
Q4 | $275K | Buy |
2,733
+7
| +0.3% | +$653 | 0.06% | 123 |
|
|
2023
Q3 | $245K | Hold |
2,726
| – | – | 0.06% | 133 |
|
|
2023
Q2 | $255K | Sell |
2,726
-86
| -3% | -$7.64K | 0.06% | 132 |
|
|
2023
Q1 | $247K | Buy |
2,812
+1
| +0% | +$86 | 0.06% | 131 |
|
|
2022
Q4 | $231K | Sell |
2,811
-607
| -18% | -$50K | 0.08% | 130 |
|
|
2022
Q3 | $259K | Buy |
3,418
+9
| +0.3% | +$766 | 0.09% | 116 |
|
|
2022
Q2 | $275K | Buy |
3,409
+53
| +2% | +$4.65K | 0.09% | 109 |
|
|
2022
Q1 | $324K | Buy |
3,356
+134
| +4% | +$13K | 0.09% | 111 |
|
|
2021
Q4 | $342K | Buy |
3,222
+1,414
| +78% | +$145K | 0.1% | 113 |
|
|
2021
Q3 | $173K | Buy |
1,808
+4
| +0.2% | +$395 | 0.05% | 166 |
|
|
2021
Q2 | $172K | Buy |
1,804
+57
| +3% | +$5.27K | 0.05% | 162 |
|
|
2021
Q1 | $153K | Buy |
1,747
+117
| +7% | +$9.98K | 0.05% | 164 |
|
|
2020
Q4 | $134K | Buy |
1,630
+4
| +0.2% | +$313 | 0.04% | 180 |
|
|
2020
Q3 | $119K | Buy |
1,626
+514
| +46% | +$37.1K | 0.04% | 168 |
|
|
2020
Q2 | $74K | Buy |
1,112
+4
| +0.4% | +$250 | 0.03% | 216 |
|
|
2020
Q1 | $60K | Buy |
1,108
+4
| +0.4% | +$256 | 0.02% | 200 |
|
|
2019
Q4 | $74K | Buy |
1,104
+4
| +0.4% | +$256 | 0.02% | 210 |
|
|
2019
Q3 | $68K | Buy |
1,100
+22
| +2% | +$1.35K | 0.02% | 210 |
|
|
2019
Q2 | $65K | Buy |
1,078
+4
| +0.4% | +$239 | 0.02% | 215 |
|
|
2019
Q1 | $63K | Buy |
1,074
+4
| +0.4% | +$225 | 0.02% | 213 |
|
|
2018
Q4 | $54K | Buy |
1,070
+112
| +12% | +$6.21K | 0.02% | 214 |
|
|
2018
Q3 | $57K | Sell |
958
-264
| -22% | -$15.5K | 0.02% | 225 |
|
|
2018
Q2 | $68K | Buy |
1,222
+450
| +58% | +$25.3K | 0.03% | 198 |
|
|
2018
Q1 | $42K | Buy |
772
+708
| +1,106% | +$40.3K | 0.02% | 258 |
|
|
2017
Q4 | $3K | Buy |
64
+14
| +28% | +$759 | ﹤0.01% | 551 |
|
|
2017
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 584 |
|
|
2017
Q2 | $2K | Buy |
50
+12
| +32% | +$603 | ﹤0.01% | 536 |
|
|
2017
Q1 | $1K | Hold |
38
| – | – | ﹤0.01% | 544 |
|
|
2016
Q4 | $1K | Buy |
38
+10
| +36% | +$454 | ﹤0.01% | 538 |
|
|
2016
Q3 | $1K | Buy |
28
+2
| +8% | +$90 | ﹤0.01% | 546 |
|
|
2016
Q2 | $1K | Buy |
26
+14
| +117% | +$601 | ﹤0.01% | 568 |
|
|
2016
Q1 | $0 | Buy |
+12
| New | +$480 | ﹤0.01% | 611 |
|
Other funds holding SUSA
ST
