Janney Montgomery Scott’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
Q3 | $6.39M | Sell |
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|
2025
Q2 | $6.71M | Buy |
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|
2025
Q1 | $5.6M | Sell |
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|
2024
Q4 | $6.03M | Sell |
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|
2024
Q3 | $5.98M | Sell |
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|
2024
Q2 | $5.75M | Buy |
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|
2024
Q1 | $5.32M | Sell |
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|
2023
Q4 | $5.03M | Sell |
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|
2023
Q3 | $5.11M | Sell |
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|
2023
Q2 | $5.59M | Buy |
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|
2023
Q1 | $5.17M | Sell |
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|
2022
Q4 | $5.04M | Sell |
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|
2022
Q3 | $5.38M | Buy |
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|
2022
Q2 | $5.6M | Buy |
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|
2022
Q1 | $6.64M | Buy |
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|
2021
Q4 | $6.96M | Buy |
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|
2021
Q3 | $5.54M | Buy |
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|
2021
Q2 | $4.26M | Sell |
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|
2021
Q1 | $13.5M | Buy |
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|
2020
Q4 | $10.6M | Buy |
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|
2020
Q3 | $8.39M | Buy |
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|
2020
Q2 | $6.79M | Buy |
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|
2020
Q1 | $4.44M | Buy |
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|
2019
Q4 | $3.74M | Buy |
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|
2019
Q3 | $2.43M | Buy |
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|
2019
Q2 | $1.66M | Buy |
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|
2019
Q1 | $926K | Buy |
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|
2018
Q4 | $747K | Buy |
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|
2018
Q3 | $822K | Buy |
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|
2018
Q2 | $764K | Buy |
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|
2018
Q1 | $646K | Sell |
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|
2017
Q4 | $665K | Buy |
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|
2017
Q3 | $609K | Buy |
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|
2017
Q2 | $572K | Buy |
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|
2017
Q1 | $473K | Buy |
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|
2016
Q4 | $425K | Buy |
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|
2016
Q3 | $401K | Sell |
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|
2016
Q2 | $762K | Buy |
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|
2016
Q1 | $296K | Buy |
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|
2015
Q4 | $250K | Sell |
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|
2015
Q3 | $311K | Buy |
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|
2015
Q2 | $314K | Buy |
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|
2015
Q1 | $245K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $227K | Buy |
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|
2013
Q4 | $215K | Buy |
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