Smart Portfolios LLC’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
Q3 | $989K | Sell |
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|
2025
Q2 | $942K | Sell |
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|
2025
Q1 | $863K | Buy |
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|
2024
Q4 | $877K | Sell |
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|
2024
Q3 | $876K | Sell |
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|
2024
Q2 | $833K | Sell |
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|
2024
Q1 | $820K | Sell |
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|
2023
Q4 | $797K | Sell |
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|
2023
Q3 | $767K | Sell |
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|
2023
Q2 | $830K | Buy |
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|
2023
Q1 | $773K | Buy |
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|
2022
Q4 | $725K | Buy |
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|
2022
Q2 | $762K | Buy |
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|
2022
Q1 | $788K | Buy |
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|
2021
Q4 | $862K | Buy |
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|
2021
Q3 | $765K | Sell |
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|
2021
Q2 | $774K | Buy |
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|
2021
Q1 | $629K | Buy |
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|
2020
Q4 | $536K | Buy |
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|
2020
Q3 | $391K | Buy |
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|
2020
Q2 | $376K | Buy |
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|
2020
Q1 | $229K | Buy |
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