Oppenheimer & Co’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 | $228K | Sell |
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|
2025
Q1 | $209K | Buy |
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|
2024
Q4 | $219K | Buy |
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|
2024
Q3 | $217K | Hold |
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|
2024
Q2 | $202K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $286K | Sell |
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|
2023
Q1 | $417K | Hold |
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|
2022
Q4 | $391K | Hold |
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|
2022
Q3 | $361K | Sell |
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|
2022
Q2 | $395K | Buy |
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|
2022
Q1 | $450K | Hold |
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|
2021
Q4 | $494K | Buy |
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|
2021
Q3 | $408K | Buy |
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