Rollins Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $967K | Sell |
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|
2023
Q3 | $1.04M | Sell |
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2023
Q2 | $1.23M | Sell |
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|
2023
Q1 | $1.23M | Buy |
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|
2022
Q4 | $887K | Sell |
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|
2022
Q3 | $888K | Buy |
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|
2022
Q2 | $882K | Buy |
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|
2022
Q1 | $962K | Buy |
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|
2021
Q4 | $1M | Buy |
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|
2021
Q2 | $716K | Buy |
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|
2021
Q1 | $561K | Buy |
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|
2020
Q4 | $440K | Buy |
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