Round Rock Advisors’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
Q2 | $1.09M | Sell |
|
|||||
|
2025
Q1 | $1.03M | Buy |
|
|||||
|
2024
Q4 | $1.06M | Sell |
|
|||||
|
2024
Q3 | $1.06M | Hold |
|
|||||
|
2024
Q2 | $986K | Hold |
|
|||||
|
2024
Q1 | $958K | Buy |
|
|||||
|
2023
Q4 | $866K | Sell |
|
|||||
|
2023
Q3 | $831K | Buy |
|
|||||
|
2023
Q2 | $844K | Buy |
|
|||||
|
2023
Q1 | $791K | Buy |
|
|||||
|
2022
Q4 | $741K | Hold |
|
|||||
|
2022
Q3 | $684K | Buy |
|
|||||
|
2022
Q2 | $702K | Buy |
|
|||||
|
2022
Q1 | $814K | Buy |
|
|||||
|
2021
Q4 | $821K | Buy |
|