O'Shaughnessy Asset 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
Q4 | $1.51M | Buy |
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|
2025
Q3 | $1.41M | Hold |
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|
2025
Q2 | $1.32M | Sell |
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|
2025
Q1 | $1.21M | Buy |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $4.88K | Hold |
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|
2024
Q2 | $4.5K | Buy |
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|
2024
Q1 | $84 | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $27K | Hold |
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|
2022
Q1 | $32K | Hold |
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|
2021
Q4 | $35K | Buy |
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