Riverbridge Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-32,425
| Closed | -$3.45M | – | 166 |
|
|
2021
Q4 | $3.45M | Buy |
+32,425
| New | +$3.45M | 0.03% | 113 |
|
|
2019
Q1 | – | Sell |
-7,952
| Closed | -$410K | – | 138 |
|
|
2018
Q4 | $410K | Buy |
+7,952
| New | +$410K | 0.01% | 118 |
|
|
2018
Q1 | – | Sell |
-6,646
| Closed | -$369K | – | 138 |
|
|
2017
Q4 | $369K | Buy |
+6,646
| New | +$369K | 0.01% | 123 |
|
|
2016
Q1 | – | Sell |
-8,144
| Closed | -$340K | – | 138 |
|
|
2015
Q4 | $340K | Buy |
+8,144
| New | +$340K | 0.01% | 123 |
|