Mercer Global Advisors’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 | $26.1M | Buy |
206,215
+67,147
| +48% | +$8.51M | 0.05% | 174 |
|
|
2025
Q1 | $16M | Buy |
139,068
+81,031
| +140% | +$9.31M | 0.04% | 269 |
|
|
2024
Q4 | $7.06M | Buy |
58,037
+33,419
| +136% | +$4.06M | 0.02% | 450 |
|
|
2024
Q3 | $2.93M | Buy |
24,618
+1,889
| +8% | +$225K | 0.01% | 650 |
|
|
2024
Q2 | $2.55M | Sell |
22,729
-1,226
| -5% | -$138K | 0.01% | 655 |
|
|
2024
Q1 | $2.62M | Sell |
23,955
-381
| -2% | -$41.6K | 0.01% | 648 |
|
|
2023
Q4 | $2.45M | Buy |
24,336
+3,169
| +15% | +$319K | 0.01% | 671 |
|
|
2023
Q3 | $1.9M | Buy |
21,167
+2,215
| +12% | +$199K | 0.01% | 724 |
|
|
2023
Q2 | $1.78M | Sell |
18,952
-755
| -4% | -$70.7K | 0.01% | 763 |
|
|
2023
Q1 | $1.73M | Buy |
19,707
+7,628
| +63% | +$670K | 0.01% | 723 |
|
|
2022
Q4 | $994K | Buy |
12,079
+1,650
| +16% | +$136K | 0.01% | 917 |
|
|
2022
Q3 | $792K | Buy |
10,429
+1,546
| +17% | +$117K | ﹤0.01% | 946 |
|
|
2022
Q2 | $717K | Buy |
8,883
+428
| +5% | +$34.5K | ﹤0.01% | 983 |
|
|
2022
Q1 | $819K | Buy |
8,455
+875
| +12% | +$84.8K | ﹤0.01% | 980 |
|
|
2021
Q4 | $805K | Buy |
7,580
+1,684
| +29% | +$179K | 0.01% | 986 |
|
|
2021
Q3 | $566K | Buy |
+5,896
| New | +$566K | ﹤0.01% | 1112 |
|