One Capital 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
Q2 | $691K | Sell |
|
|||||
|
2025
Q1 | $1.89M | Hold |
|
|||||
|
2024
Q4 | $2M | Sell |
|
|||||
|
2024
Q3 | $1.99M | Sell |
|
|||||
|
2024
Q2 | $1.86M | Buy |
|
|||||
|
2024
Q1 | $1.8M | Sell |
|
|||||
|
2023
Q4 | $1.74M | Sell |
|
|||||
|
2023
Q3 | $1.67M | Hold |
|
|||||
|
2023
Q2 | $1.73M | Hold |
|
|||||
|
2023
Q1 | $1.62M | Hold |
|
|||||
|
2022
Q4 | $1.52M | Buy |
|
|||||
|
2022
Q3 | $1.41M | Buy |
|
|||||
|
2022
Q2 | $1.46M | Sell |
|
|||||
|
2022
Q1 | $2.01M | Buy |
|
|||||
|
2021
Q4 | $470K | Hold |
|
|||||
|
2021
Q3 | $424K | Sell |
|
|||||
|
2021
Q2 | $439K | Buy |
|
|||||
|
2021
Q1 | $384K | Sell |
|
|||||
|
2020
Q4 | $364K | Sell |
|
|||||
|
2020
Q3 | $329K | Buy |
|
|||||
|
2020
Q2 | $265K | Hold |
|
|||||
|
2020
Q1 | $217K | Hold |
|
|||||
|
2019
Q4 | $265K | Hold |
|
|||||
|
2019
Q3 | $245K | Hold |
|
|||||
|
2019
Q2 | $241K | Buy |
|
|||||
|
2019
Q1 | $234K | Hold |
|
|||||
|
2018
Q4 | $204K | Buy |
|
|||||
|
2018
Q3 | $218K | Buy |
|
|||||
|
2018
Q2 | $206K | Hold |
|
|||||
|
2018
Q1 | $202K | Sell |
|
|||||
|
2017
Q4 | $209K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $28K | Buy |
|