McNamara Financial Services’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
Q2 | $366K | Sell |
|
|||||
|
2025
Q1 | $334K | Sell |
|
|||||
|
2024
Q4 | $369K | Sell |
|
|||||
|
2024
Q3 | $371K | Hold |
|
|||||
|
2024
Q2 | $347K | Sell |
|
|||||
|
2024
Q1 | $393K | Sell |
|
|||||
|
2023
Q4 | $364K | Hold |
|
|||||
|
2023
Q3 | $326K | Buy |
|
|||||
|
2023
Q2 | $339K | Buy |
|
|||||
|
2023
Q1 | $313K | Sell |
|
|||||
|
2022
Q4 | $379K | Buy |
|
|||||
|
2022
Q3 | $349K | Sell |
|
|||||
|
2022
Q2 | $372K | Sell |
|
|||||
|
2022
Q1 | $451K | Buy |
|
|||||
|
2021
Q4 | $481K | Sell |
|
|||||
|
2021
Q3 | $441K | Buy |
|
|||||
|
2021
Q2 | $430K | Buy |
|
|||||
|
2021
Q1 | $324K | Buy |
|
|||||
|
2020
Q4 | $298K | Sell |
|
|||||
|
2020
Q3 | $298K | Sell |
|
|||||
|
2020
Q2 | $272K | Buy |
|
|||||
|
2020
Q1 | $214K | Buy |
|
|||||
|
2019
Q4 | $249K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $202K | Sell |
|
|||||
|
2018
Q1 | $208K | Sell |
|
|||||
|
2017
Q4 | $238K | Hold |
|
|||||
|
2017
Q3 | $224K | Hold |
|
|||||
|
2017
Q2 | $219K | Sell |
|
|||||
|
2017
Q1 | $213K | Buy |
|