North American Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.61M | Buy |
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|
2020
Q4 | $1.42M | Sell |
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|
2020
Q3 | $1.3M | Buy |
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|
2020
Q2 | $825K | Buy |
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|
2020
Q1 | $531K | Buy |
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|
2019
Q4 | $646K | Hold |
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|
2019
Q3 | $596K | Hold |
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|
2019
Q2 | $588K | Buy |
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|
2019
Q1 | $538K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $582K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $270K | Hold |
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|
2017
Q3 | $254K | Hold |
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|
2017
Q2 | $248K | Buy |
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