Robert N. Shapiro’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $2.3M | Sell |
53,514
-46,748
| -47% | -$2.01M | 0.46% | 57 |
|
|
2014
Q3 | $4.13M | Hold |
100,262
| – | – | 0.78% | 30 |
|
|
2014
Q2 | $4.13M | Hold |
100,262
| – | – | 0.78% | 29 |
|
|
2014
Q1 | $3.92M | Hold |
100,262
| – | – | 0.72% | 33 |
|
|
2013
Q4 | $3.85M | Hold |
100,262
| – | – | 0.69% | 38 |
|
|
2013
Q3 | $3.55M | Hold |
100,262
| – | – | 0.63% | 39 |
|
|
2013
Q2 | $3.39M | Buy |
+100,262
| New | +$3.39M | 0.71% | 35 |
|