Sandy Spring Bank’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
Q1 | $180K | Buy |
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|
2024
Q4 | $101K | Buy |
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|
2024
Q3 | $99.9K | Hold |
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|
2024
Q2 | $93.3K | Sell |
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|
2024
Q1 | $91.5K | Hold |
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|
2023
Q4 | $84.3K | Hold |
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|
2023
Q3 | $75.4K | Hold |
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|
2023
Q2 | $78.5K | Hold |
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|
2023
Q1 | $73.6K | Hold |
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|
2022
Q4 | $69K | Hold |
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|
2022
Q3 | $64K | Buy |
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|
2022
Q2 | $67K | Hold |
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|
2022
Q1 | $80K | Hold |
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|
2021
Q4 | $88K | Buy |
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