Simmons 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
Q2 | $3.05M | Hold |
24,081
| – | – | 0.22% | 111 |
|
|
2025
Q1 | $2.77M | Hold |
24,081
| – | – | 0.21% | 112 |
|
|
2024
Q4 | $2.93M | Sell |
24,081
-67
| -0.3% | -$8.15K | 0.21% | 108 |
|
|
2024
Q3 | $2.91M | Hold |
24,148
| – | – | 0.21% | 110 |
|
|
2024
Q2 | $2.71M | Hold |
24,148
| – | – | 0.2% | 111 |
|
|
2024
Q1 | $2.64M | Sell |
24,148
-960
| -4% | -$105K | 0.2% | 114 |
|
|
2023
Q4 | $2.52M | Hold |
25,108
| – | – | 0.21% | 113 |
|
|
2023
Q3 | $2.26M | Buy |
25,108
+277
| +1% | +$24.9K | 0.2% | 112 |
|
|
2023
Q2 | $2.33M | Sell |
24,831
-9,964
| -29% | -$933K | 0.2% | 114 |
|
|
2023
Q1 | $3.05M | Buy |
34,795
+585
| +2% | +$51.3K | 0.26% | 94 |
|
|
2022
Q4 | $2.82M | Hold |
34,210
| – | – | 0.24% | 100 |
|
|
2022
Q3 | $2.6M | Hold |
34,210
| – | – | 0.24% | 101 |
|
|
2022
Q2 | $2.76M | Buy |
34,210
+400
| +1% | +$32.3K | 0.24% | 99 |
|
|
2022
Q1 | $3.27M | Buy |
33,810
+9,959
| +42% | +$964K | 0.25% | 98 |
|
|
2021
Q4 | $2.53M | Buy |
23,851
+182
| +0.8% | +$19.3K | 0.18% | 127 |
|
|
2021
Q3 | $2.27M | Buy |
23,669
+1,454
| +7% | +$140K | 0.16% | 132 |
|
|
2021
Q2 | $2.12M | Buy |
+22,215
| New | +$2.12M | 0.15% | 131 |
|