JNBA Financial Advisors’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 | $910K | Buy |
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|
2025
Q2 | $826K | Buy |
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|
2025
Q1 | $726K | Sell |
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|
2024
Q4 | $886K | Buy |
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|
2024
Q3 | $829K | Sell |
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|
2024
Q2 | $917K | Sell |
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|
2024
Q1 | $975K | Sell |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $895K | Sell |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $920K | Buy |
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|
2022
Q4 | $860K | Sell |
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|
2022
Q3 | $801K | Sell |
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|
2022
Q2 | $861K | Buy |
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|
2022
Q1 | $1M | Sell |
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|
2021
Q4 | $1.38M | Buy |
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|
2021
Q3 | $1.24M | Sell |
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|
2021
Q2 | $1.35M | Buy |
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|
2021
Q1 | $1.21M | Buy |
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|
2020
Q4 | $1.06M | Buy |
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|
2020
Q3 | $826K | Buy |
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|
2020
Q2 | $732K | Sell |
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|
2020
Q1 | $601K | Buy |
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|
2019
Q4 | $720K | Buy |
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|
2019
Q3 | $644K | Sell |
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|
2019
Q2 | $641K | Buy |
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|
2019
Q1 | $599K | Buy |
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|
2018
Q4 | $516K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $747K | Buy |
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|
2018
Q1 | $717K | Buy |
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|
2017
Q4 | $561K | Buy |
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|
2017
Q3 | $466K | Buy |
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|
2017
Q2 | $355K | Hold |
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|
2017
Q1 | $341K | Hold |
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|
2016
Q4 | $320K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $267K | Buy |
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|
2016
Q1 | $241K | Buy |
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|
2015
Q4 | $165K | Buy |
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|
2015
Q3 | $109K | Sell |
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|
2015
Q2 | $124K | Buy |
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|
2015
Q1 | $85K | Buy |
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|
2014
Q4 | $70K | Buy |
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