Relyea Zuckerberg Hanson’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
Q3 | $3.57M | Sell |
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|
2025
Q2 | $3.44M | Sell |
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|
2025
Q1 | $3.24M | Hold |
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|
2024
Q4 | $3.43M | Buy |
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|
2024
Q3 | $3.38M | Sell |
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|
2024
Q2 | $3.35M | Sell |
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|
2024
Q1 | $3.32M | Sell |
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|
2023
Q4 | $3.09M | Sell |
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|
2023
Q3 | $2.92M | Sell |
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|
2023
Q2 | $3.28M | Buy |
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|
2023
Q1 | $3.02M | Buy |
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|
2022
Q4 | $2.83M | Buy |
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|
2022
Q3 | $2.46M | Buy |
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|
2022
Q2 | $2.46M | Buy |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $1.18M | Buy |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $973K | Buy |
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|
2020
Q3 | $905K | Buy |
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|
2020
Q2 | $732K | Buy |
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