Ritholtz Wealth 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
Q3 | $561K | Sell |
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2025
Q2 | $585K | Sell |
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2025
Q1 | $656K | Sell |
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|
2024
Q4 | $716K | Sell |
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|
2024
Q3 | $906K | Sell |
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|
2024
Q2 | $880K | Sell |
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|
2024
Q1 | $983K | Sell |
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|
2023
Q4 | $916K | Sell |
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|
2023
Q3 | $828K | Sell |
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|
2023
Q2 | $890K | Sell |
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|
2023
Q1 | $841K | Sell |
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|
2022
Q4 | $801K | Sell |
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|
2022
Q3 | $768K | Sell |
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|
2022
Q2 | $866K | Sell |
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|
2022
Q1 | $1.06M | Sell |
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|
2021
Q4 | $1.41M | Sell |
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|
2021
Q3 | $1.47M | Buy |
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|
2021
Q2 | $1.4M | Sell |
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|
2021
Q1 | $1.34M | Sell |
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|
2020
Q4 | $1.26M | Buy |
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|
2020
Q3 | $1.04M | Buy |
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|
2020
Q2 | $482K | Buy |
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|
2020
Q1 | $353K | Buy |
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|
2019
Q4 | $423K | Sell |
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|
2019
Q3 | $418K | Buy |
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|
2019
Q2 | $412K | Buy |
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|
2019
Q1 | $376K | Buy |
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|
2018
Q4 | $310K | Buy |
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|
2018
Q3 | $351K | Sell |
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|
2018
Q2 | $332K | Buy |
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|
2018
Q1 | $293K | Sell |
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|
2017
Q4 | $368K | Buy |
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|
2017
Q3 | $225K | Buy |
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