Macroview Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-382
| Closed | -$46K | – | 488 |
|
|
2024
Q3 | $46K | Hold |
382
| – | – | 0.04% | 135 |
|
|
2024
Q2 | $42.9K | Hold |
382
| – | – | 0.05% | 134 |
|
|
2024
Q1 | $41.7K | Hold |
382
| – | – | 0.05% | 141 |
|
|
2023
Q4 | $38.4K | Hold |
382
| – | – | 0.05% | 141 |
|
|
2023
Q3 | $34.4K | Hold |
382
| – | – | 0.05% | 129 |
|
|
2023
Q2 | $35.8K | Hold |
382
| – | – | 0.06% | 96 |
|
|
2023
Q1 | $33.5K | Hold |
382
| – | – | 0.05% | 103 |
|
|
2022
Q4 | $31.4K | Hold |
382
| – | – | 0.05% | 106 |
|
|
2022
Q3 | $29K | Hold |
382
| – | – | 0.05% | 97 |
|
|
2022
Q2 | $31K | Hold |
382
| – | – | 0.05% | 109 |
|
|
2022
Q1 | $37K | Hold |
382
| – | – | 0.05% | 110 |
|
|
2021
Q4 | $41K | Hold |
382
| – | – | 0.05% | 102 |
|
|
2021
Q3 | $37K | Hold |
382
| – | – | 0.05% | 105 |
|
|
2021
Q2 | $36K | Hold |
382
| – | – | 0.05% | 108 |
|
|
2021
Q1 | $34K | Buy |
+382
| New | +$34K | 0.05% | 106 |
|