JPMorgan Chase & Co’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54M | Sell |
425,834
-1,073,861
| -72% | -$136M | ﹤0.01% | 1176 |
|
|
2025
Q1 | $172M | Sell |
1,499,695
-111,565
| -7% | -$12.8M | 0.01% | 683 |
|
|
2024
Q4 | $196M | Buy |
1,611,260
+19,255
| +1% | +$2.34M | 0.01% | 623 |
|
|
2024
Q3 | $192M | Sell |
1,592,005
-9,861
| -0.6% | -$1.19M | 0.01% | 659 |
|
|
2024
Q2 | $180M | Sell |
1,601,866
-21,437
| -1% | -$2.41M | 0.01% | 654 |
|
|
2024
Q1 | $177M | Sell |
1,623,303
-1,684,827
| -51% | -$184M | 0.02% | 652 |
|
|
2023
Q4 | $333M | Buy |
3,308,130
+166,658
| +5% | +$16.8M | 0.03% | 432 |
|
|
2023
Q3 | $283M | Sell |
3,141,472
-49,334
| -2% | -$4.44M | 0.03% | 424 |
|
|
2023
Q2 | $299M | Buy |
3,190,806
+73,561
| +2% | +$6.89M | 0.03% | 429 |
|
|
2023
Q1 | $274M | Buy |
3,117,245
+19,626
| +0.6% | +$1.72M | 0.03% | 415 |
|
|
2022
Q4 | $255M | Buy |
3,097,619
+82,205
| +3% | +$6.77M | 0.03% | 411 |
|
|
2022
Q3 | $229M | Buy |
3,015,414
+9,023
| +0.3% | +$685K | 0.03% | 423 |
|
|
2022
Q2 | $243M | Buy |
3,006,391
+71,023
| +2% | +$5.73M | 0.03% | 421 |
|
|
2022
Q1 | $284M | Sell |
2,935,368
-45,122
| -2% | -$4.37M | 0.03% | 428 |
|
|
2021
Q4 | $317M | Buy |
2,980,490
+398,807
| +15% | +$42.4M | 0.04% | 416 |
|
|
2021
Q3 | $248M | Buy |
2,581,683
+429,436
| +20% | +$41.2M | 0.03% | 485 |
|
|
2021
Q2 | $206M | Buy |
2,152,247
+455,256
| +27% | +$43.5M | 0.02% | 558 |
|
|
2021
Q1 | $149M | Buy |
1,696,991
+672,332
| +66% | +$59M | 0.02% | 636 |
|
|
2020
Q4 | $84.4M | Buy |
1,024,659
+329,857
| +47% | +$27.2M | 0.01% | 775 |
|
|
2020
Q3 | $50.7M | Buy |
694,802
+348,052
| +100% | +$25.4M | 0.01% | 885 |
|
|
2020
Q2 | $23.2M | Buy |
346,750
+92,934
| +37% | +$6.22M | ﹤0.01% | 1161 |
|
|
2020
Q1 | $13.9M | Buy |
253,816
+112,704
| +80% | +$6.19M | ﹤0.01% | 1336 |
|
|
2019
Q4 | $9.46M | Buy |
141,112
+15,904
| +13% | +$1.07M | ﹤0.01% | 1798 |
|
|
2019
Q3 | $7.74M | Buy |
125,208
+67,000
| +115% | +$4.14M | ﹤0.01% | 1949 |
|
|
2019
Q2 | $3.52M | Buy |
58,208
+9,464
| +19% | +$573K | ﹤0.01% | 2333 |
|
|
2019
Q1 | $2.88M | Buy |
48,744
+9,678
| +25% | +$572K | ﹤0.01% | 2441 |
|
|
2018
Q4 | $2.02M | Buy |
39,066
+7,462
| +24% | +$385K | ﹤0.01% | 2639 |
|
|
2018
Q3 | $1.89M | Buy |
31,604
+5,998
| +23% | +$358K | ﹤0.01% | 2813 |
|
|
2018
Q2 | $1.44M | Sell |
25,606
-814
| -3% | -$45.9K | ﹤0.01% | 2978 |
|
|
2018
Q1 | $1.46M | Buy |
26,420
+734
| +3% | +$40.7K | ﹤0.01% | 2904 |
|
|
2017
Q4 | $1.43M | Buy |
25,686
+19,756
| +333% | +$1.1M | ﹤0.01% | 2899 |
|
|
2017
Q3 | $309K | Sell |
5,930
-310
| -5% | -$16.2K | ﹤0.01% | 3333 |
|
|
2017
Q2 | $319K | Buy |
6,240
+458
| +8% | +$23.4K | ﹤0.01% | 3282 |
|
|
2017
Q1 | $284K | Sell |
5,782
-4,210
| -42% | -$207K | ﹤0.01% | 3365 |
|
|
2016
Q4 | $460K | Buy |
9,992
+3,894
| +64% | +$179K | ﹤0.01% | 3321 |
|
|
2016
Q3 | $277K | Buy |
6,098
+4,720
| +343% | +$214K | ﹤0.01% | 3161 |
|
|
2016
Q2 | $60K | Hold |
1,378
| – | – | ﹤0.01% | 3498 |
|
|
2016
Q1 | $59K | Hold |
1,378
| – | – | ﹤0.01% | 3380 |
|
|
2015
Q4 | $57K | Buy |
+1,378
| New | +$57K | ﹤0.01% | 3341 |
|