Sandy Spring Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $180K | Buy |
1,565
+733
| +88% | +$84.2K | 0.01% | 379 |
|
|
2024
Q4 | $101K | Buy |
832
+2
| +0.2% | +$243 | ﹤0.01% | 454 |
|
|
2024
Q3 | $99.9K | Hold |
830
| – | – | ﹤0.01% | 457 |
|
|
2024
Q2 | $93.3K | Sell |
830
-8
| -1% | -$899 | ﹤0.01% | 464 |
|
|
2024
Q1 | $91.5K | Hold |
838
| – | – | ﹤0.01% | 478 |
|
|
2023
Q4 | $84.3K | Hold |
838
| – | – | ﹤0.01% | 475 |
|
|
2023
Q3 | $75.4K | Hold |
838
| – | – | ﹤0.01% | 479 |
|
|
2023
Q2 | $78.5K | Hold |
838
| – | – | ﹤0.01% | 460 |
|
|
2023
Q1 | $73.6K | Hold |
838
| – | – | ﹤0.01% | 470 |
|
|
2022
Q4 | $69K | Hold |
838
| – | – | ﹤0.01% | 476 |
|
|
2022
Q3 | $64K | Buy |
838
+8
| +1% | +$611 | ﹤0.01% | 471 |
|
|
2022
Q2 | $67K | Hold |
830
| – | – | ﹤0.01% | 463 |
|
|
2022
Q1 | $80K | Hold |
830
| – | – | ﹤0.01% | 457 |
|
|
2021
Q4 | $88K | Buy |
+830
| New | +$88K | ﹤0.01% | 465 |
|