Raymond James Financial Services Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.61M | Sell |
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2024
Q2 | $34.2M | Buy |
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|
2024
Q1 | $32.8M | Sell |
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|
2023
Q4 | $37.8M | Sell |
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|
2023
Q3 | $34.1M | Sell |
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|
2023
Q2 | $36.4M | Sell |
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|
2023
Q1 | $40.1M | Sell |
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|
2022
Q4 | $40.2M | Sell |
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|
2022
Q3 | $40.4M | Sell |
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|
2022
Q2 | $45M | Buy |
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|
2022
Q1 | $51.7M | Sell |
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|
2021
Q4 | $58.6M | Buy |
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|
2021
Q3 | $49.4M | Buy |
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|
2021
Q2 | $46M | Buy |
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|
2021
Q1 | $39.9M | Buy |
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|
2020
Q4 | $6.87M | Buy |
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|
2020
Q3 | $4.92M | Buy |
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|
2020
Q2 | $3.52M | Sell |
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|
2020
Q1 | $3.2M | Buy |
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|
2019
Q4 | $3.08M | Sell |
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|
2019
Q3 | $3.02M | Sell |
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|
2019
Q2 | $3.13M | Sell |
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|
2019
Q1 | $3.14M | Buy |
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|
2018
Q4 | $1.98M | Sell |
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|
2018
Q3 | $4.08M | Buy |
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|
2018
Q2 | $3.75M | Sell |
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|
2018
Q1 | $4.32M | Sell |
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|
2017
Q4 | $5.04M | Buy |
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|
2017
Q3 | $4.68M | Buy |
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|
2017
Q2 | $4.21M | Buy |
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|
2017
Q1 | $3.57M | Buy |
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|
2016
Q4 | $802K | Buy |
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|
2016
Q3 | $672K | Sell |
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|
2016
Q2 | $735K | Buy |
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|
2016
Q1 | $698K | Buy |
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