Members Trust’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 | $1.23M | Buy |
|
|||||
|
2025
Q1 | $1.1M | Buy |
|
|||||
|
2024
Q4 | $805K | Buy |
|
|||||
|
2024
Q3 | $783K | Hold |
|
|||||
|
2024
Q2 | $731K | Sell |
|
|||||
|
2024
Q1 | $748K | Sell |
|
|||||
|
2023
Q4 | $707K | Hold |
|
|||||
|
2023
Q3 | $632K | Sell |
|
|||||
|
2023
Q2 | $664K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $628K | Hold |
|
|||||
|
2022
Q2 | $667K | Buy |
|
|||||
|
2022
Q1 | $742K | Buy |
|
|||||
|
2021
Q4 | $804K | Hold |
|
|||||
|
2021
Q3 | $734K | Hold |
|
|||||
|
2021
Q2 | $723K | Hold |
|
|||||
|
2021
Q1 | $664K | Buy |
|
|||||
|
2020
Q4 | $435K | Hold |
|
|||||
|
2020
Q3 | $389K | Hold |
|
|||||
|
2020
Q2 | $353K | Buy |
|