Mutual Advisors’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 | $1.11M | Buy |
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|
2025
Q1 | $954K | Sell |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $981K | Buy |
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|
2024
Q1 | $941K | Sell |
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|
2023
Q4 | $878K | Sell |
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|
2023
Q3 | $815K | Sell |
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|
2023
Q2 | $856K | Sell |
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|
2023
Q1 | $824K | Sell |
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|
2022
Q4 | $895K | Sell |
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|
2022
Q3 | $892K | Buy |
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|
2022
Q2 | $840K | Sell |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $7.5M | Buy |
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|
2021
Q3 | $1.81M | Buy |
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|
2021
Q2 | $1.67M | Buy |
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|
2021
Q1 | $1.52M | Buy |
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|
2020
Q4 | $1.4M | Buy |
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|
2020
Q3 | $1.09M | Sell |
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|
2020
Q2 | $1.05M | Buy |
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