RZH
Relyea Zuckerberg Hanson’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.44M | Sell |
27,110
-1,123
| -4% | -$142K | 0.4% | 45 |
|
|
2025
Q1 | $3.24M | Hold |
28,233
| – | – | 0.44% | 43 |
|
|
2024
Q4 | $3.43M | Buy |
28,233
+113
| +0.4% | +$13.7K | 0.46% | 42 |
|
|
2024
Q3 | $3.38M | Sell |
28,120
-1,673
| -6% | -$201K | 0.52% | 36 |
|
|
2024
Q2 | $3.35M | Sell |
29,793
-619
| -2% | -$69.6K | 0.56% | 29 |
|
|
2024
Q1 | $3.32M | Sell |
30,412
-327
| -1% | -$35.7K | 0.58% | 32 |
|
|
2023
Q4 | $3.09M | Sell |
30,739
-1,761
| -5% | -$177K | 0.6% | 31 |
|
|
2023
Q3 | $2.92M | Sell |
32,500
-2,527
| -7% | -$227K | 0.67% | 30 |
|
|
2023
Q2 | $3.28M | Buy |
35,027
+623
| +2% | +$58.3K | 0.74% | 24 |
|
|
2023
Q1 | $3.02M | Buy |
34,404
+47
| +0.1% | +$4.13K | 0.74% | 27 |
|
|
2022
Q4 | $2.83M | Buy |
34,357
+1,984
| +6% | +$163K | 0.81% | 23 |
|
|
2022
Q3 | $2.46M | Buy |
32,373
+1,846
| +6% | +$140K | 0.89% | 21 |
|
|
2022
Q2 | $2.46M | Buy |
30,527
+17,733
| +139% | +$1.43M | 0.92% | 23 |
|
|
2022
Q1 | $1.21M | Buy |
12,794
+434
| +4% | +$41.1K | 0.4% | 42 |
|
|
2021
Q4 | $1.19M | Buy |
12,360
+32
| +0.3% | +$3.09K | 0.43% | 44 |
|
|
2021
Q3 | $1.18M | Buy |
12,328
+451
| +4% | +$43.3K | 0.46% | 36 |
|
|
2021
Q2 | $1.14M | Buy |
11,877
+23
| +0.2% | +$2.2K | 0.47% | 35 |
|
|
2021
Q1 | $1.1M | Buy |
11,854
+31
| +0.3% | +$2.87K | 0.48% | 34 |
|
|
2020
Q4 | $973K | Buy |
11,823
+5,929
| +101% | +$488K | 0.52% | 34 |
|
|
2020
Q3 | $905K | Buy |
5,894
+423
| +8% | +$65K | 0.58% | 33 |
|
|
2020
Q2 | $732K | Buy |
+5,471
| New | +$732K | 0.58% | 35 |
|