NewEdge 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 | $6.73M | Sell |
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|
2025
Q1 | $6.28M | Buy |
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|
2024
Q4 | $6.24M | Buy |
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|
2024
Q3 | $5.63M | Buy |
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|
2024
Q2 | $5.04M | Buy |
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|
2024
Q1 | $4.31M | Buy |
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|
2023
Q4 | $3.93M | Buy |
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|
2023
Q3 | $3.34M | Buy |
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|
2023
Q2 | $3.03M | Buy |
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|
2023
Q1 | $2.46M | Buy |
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|
2022
Q4 | $836K | Buy |
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|
2022
Q3 | $747K | Buy |
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|
2022
Q2 | $763K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $894K | Buy |
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|
2021
Q3 | $435K | Buy |
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|
2021
Q2 | $433K | Buy |
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