JFGIW
Johnson Financial Group Inc (Wisconsin)’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-5,369
| Closed | -$464K | – | 742 |
|
|
2016
Q2 | $464K | Hold |
5,369
| – | – | 0.06% | 201 |
|
|
2016
Q1 | $457K | Hold |
5,369
| – | – | 0.09% | 177 |
|
|
2015
Q4 | $448K | Hold |
5,369
| – | – | 0.09% | 174 |
|
|
2015
Q3 | $423K | Hold |
5,369
| – | – | 0.09% | 178 |
|
|
2015
Q2 | $457K | Hold |
5,369
| – | – | 0.09% | 182 |
|
|
2015
Q1 | $461K | Hold |
5,369
| – | – | 0.1% | 174 |
|
|
2014
Q4 | $462K | Hold |
5,369
| – | – | 0.11% | 155 |
|
|
2014
Q3 | $442K | Hold |
5,369
| – | – | 0.12% | 155 |
|
|
2014
Q2 | $442K | Sell |
5,369
-2,591
| -33% | -$213K | 0.12% | 160 |
|
|
2014
Q1 | $622K | Hold |
7,960
| – | – | 0.18% | 117 |
|
|
2013
Q4 | $611K | Hold |
7,960
| – | – | 0.18% | 119 |
|
|
2013
Q3 | $563K | Hold |
7,960
| – | – | 0.17% | 125 |
|
|
2013
Q2 | $539K | Buy |
+7,960
| New | +$539K | 0.15% | 125 |
|