Stearns Financial Services 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
2020
Q3
$837K Sell
2020
Q2
$807K Buy
2020
Q1
$650K Sell
2019
Q4
$903K Buy
2019
Q3
$832K Sell
2019
Q2
$1.05M Buy
2019
Q1
$960K Sell
2018
Q4
$945K Buy
2018
Q3
$793K Buy