SNS Financial Group’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 | $503K | Hold |
|
|||||
|
2025
Q1 | $456K | Hold |
|
|||||
|
2024
Q4 | $483K | Hold |
|
|||||
|
2024
Q3 | $478K | Sell |
|
|||||
|
2024
Q2 | $467K | Hold |
|
|||||
|
2024
Q1 | $454K | Sell |
|
|||||
|
2023
Q4 | $441K | Hold |
|
|||||
|
2023
Q3 | $396K | Buy |
|
|||||
|
2023
Q2 | $411K | Sell |
|
|||||
|
2023
Q1 | $395K | Hold |
|
|||||
|
2022
Q4 | $371K | Buy |
|
|||||
|
2022
Q3 | $302K | Hold |
|
|||||
|
2022
Q2 | $321K | Sell |
|
|||||
|
2022
Q1 | $387K | Buy |
|
|||||
|
2021
Q4 | $411K | Hold |
|
|||||
|
2021
Q3 | $371K | Hold |
|
|||||
|
2021
Q2 | $370K | Buy |
|
|||||
|
2021
Q1 | $334K | Hold |
|
|||||
|
2020
Q4 | $314K | Sell |
|
|||||
|
2020
Q3 | $482K | Hold |
|
|||||
|
2020
Q2 | $438K | Hold |
|
|||||
|
2020
Q1 | $359K | Buy |
|
|||||
|
2019
Q4 | $408K | Buy |
|
|||||
|
2019
Q3 | $355K | Hold |
|
|||||
|
2019
Q2 | $350K | Hold |
|
|||||
|
2019
Q1 | $340K | Hold |
|
|||||
|
2018
Q4 | $297K | Hold |
|
|||||
|
2018
Q3 | $343K | Hold |
|
|||||
|
2018
Q2 | $324K | Hold |
|
|||||
|
2018
Q1 | $319K | Hold |
|
|||||
|
2017
Q4 | $319K | Hold |
|
|||||
|
2017
Q3 | $300K | Hold |
|
|||||
|
2017
Q2 | $294K | Hold |
|
|||||
|
2017
Q1 | $282K | Buy |
|