MSI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $235K | Buy |
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|
2016
Q3 | $213K | Sell |
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|
2016
Q2 | $335K | Buy |
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|
2016
Q1 | $329K | Buy |
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|
2015
Q4 | $319K | Buy |
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|
2015
Q3 | $159K | Hold |
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|
2015
Q2 | $172K | Hold |
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|
2015
Q1 | $174K | Buy |
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|
2014
Q4 | $28K | Hold |
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|
2014
Q3 | $27K | Hold |
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|
2014
Q2 | $27K | Hold |
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|
2014
Q1 | $25K | Buy |
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|
2013
Q4 | $17K | Hold |
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|
2013
Q3 | $16K | Sell |
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|
2013
Q2 | $28K | Buy |
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