North Star Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $525K | Hold |
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|
2025
Q2 | $490K | Buy |
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|
2025
Q1 | $433K | Hold |
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|
2024
Q4 | $458K | Sell |
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|
2024
Q3 | $455K | Hold |
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|
2024
Q2 | $425K | Hold |
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|
2024
Q1 | $413K | Hold |
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|
2023
Q4 | $380K | Buy |
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|
2023
Q3 | $322K | Buy |
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|
2023
Q2 | $333K | Buy |
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|
2023
Q1 | $310K | Buy |
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|
2022
Q4 | $199K | Hold |
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|
2022
Q3 | $183K | Hold |
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|
2022
Q2 | $195K | Buy |
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|
2022
Q1 | $232K | Sell |
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|
2021
Q4 | $289K | Hold |
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|
2021
Q3 | $261K | Buy |
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|
2021
Q2 | $212K | Buy |
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|
2021
Q1 | $112K | Hold |
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|
2020
Q4 | $105K | Buy |
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|
2020
Q3 | $90K | Hold |
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|
2020
Q2 | $82K | Hold |
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|
2020
Q1 | $67K | Hold |
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|
2019
Q4 | $82K | Buy |
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|
2019
Q3 | $47K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $56K | Hold |
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|
2018
Q4 | $49K | Hold |
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|
2018
Q3 | $57K | Buy |
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|
2018
Q2 | $53K | Hold |
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|
2018
Q1 | $53K | Hold |
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|
2017
Q4 | $53K | Buy |
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|
2017
Q3 | $49K | Hold |
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|
2017
Q2 | $48K | Buy |
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|
2017
Q1 | $36K | Hold |
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|
2016
Q4 | $33K | Hold |
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|
2016
Q3 | $33K | Buy |
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|
2016
Q2 | $16K | Hold |
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|
2016
Q1 | $16K | Hold |
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|
2015
Q4 | $16K | Sell |
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|
2015
Q3 | $31K | Hold |
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|
2015
Q2 | $34K | Buy |
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|
2015
Q1 | $17K | Buy |
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