IFAM
Institutional & Family Asset Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,605
| Closed | -$1.28M | – | 785 |
|
|
2023
Q1 | $1.28M | Buy |
14,605
+731
| +5% | +$64.2K | 0.21% | 82 |
|
|
2022
Q4 | $1.14M | Sell |
13,874
-13,225
| -49% | -$1.09M | 0.19% | 83 |
|
|
2022
Q3 | $2.06M | Buy |
27,099
+2,303
| +9% | +$175K | 0.36% | 67 |
|
|
2022
Q2 | $2M | Hold |
24,796
| – | – | 0.34% | 69 |
|
|
2022
Q1 | $2.4M | Sell |
24,796
-443
| -2% | -$42.9K | 0.38% | 68 |
|
|
2021
Q4 | $2.68M | Sell |
25,239
-709
| -3% | -$75.3K | 0.42% | 69 |
|
|
2021
Q3 | $2.49M | Sell |
25,948
-1,158
| -4% | -$111K | 0.4% | 70 |
|
|
2021
Q2 | $2.59M | Buy |
27,106
+10,602
| +64% | +$1.01M | 0.43% | 69 |
|
|
2021
Q1 | $1.45M | Buy |
16,504
+5,169
| +46% | +$454K | 0.28% | 79 |
|
|
2020
Q4 | $933K | Buy |
11,335
+5,468
| +93% | +$450K | 0.2% | 89 |
|
|
2020
Q3 | $863K | Sell |
5,867
-377
| -6% | -$55.5K | 0.2% | 87 |
|
|
2020
Q2 | $835K | Buy |
6,244
+588
| +10% | +$78.6K | 0.17% | 90 |
|
|
2020
Q1 | $621K | Sell |
5,656
-224
| -4% | -$24.6K | 0.14% | 94 |
|
|
2019
Q4 | $788K | Sell |
5,880
-68
| -1% | -$9.11K | 0.17% | 98 |
|
|
2019
Q3 | $735K | Sell |
5,948
-49
| -0.8% | -$6.06K | 0.16% | 94 |
|
|
2019
Q2 | $731K | Buy |
5,997
+17
| +0.3% | +$2.07K | 0.16% | 97 |
|
|
2019
Q1 | $707K | Sell |
5,980
-519
| -8% | -$61.4K | 0.15% | 100 |
|
|
2018
Q4 | $670K | Sell |
6,499
-1,532
| -19% | -$158K | 0.15% | 95 |
|
|
2018
Q3 | $959K | Sell |
8,031
-895
| -10% | -$107K | 0.19% | 88 |
|
|
2018
Q2 | $1.01M | Buy |
8,926
+16
| +0.2% | +$1.81K | 0.21% | 84 |
|
|
2018
Q1 | $988K | Buy |
+8,910
| New | +$988K | 0.21% | 85 |
|