Institutional & Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $2.06M | Buy |
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|
2022
Q2 | $2M | Hold |
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|
2022
Q1 | $2.4M | Sell |
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|
2021
Q4 | $2.68M | Sell |
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|
2021
Q3 | $2.49M | Sell |
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|
2021
Q2 | $2.59M | Buy |
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|
2021
Q1 | $1.45M | Buy |
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|
2020
Q4 | $933K | Sell |
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|
2020
Q3 | $863K | Sell |
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|
2020
Q2 | $835K | Buy |
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|
2020
Q1 | $621K | Sell |
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|
2019
Q4 | $788K | Sell |
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|
2019
Q3 | $735K | Sell |
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|
2019
Q2 | $731K | Buy |
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|
2019
Q1 | $707K | Sell |
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|
2018
Q4 | $670K | Sell |
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|
2018
Q3 | $959K | Sell |
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|
2018
Q2 | $1.01M | Buy |
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|
2018
Q1 | $988K | Buy |
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