Steinberg Global Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $543K | Buy |
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|
2018
Q4 | $471K | Sell |
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|
2018
Q3 | $819K | Buy |
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|
2018
Q2 | $725K | Sell |
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|
2018
Q1 | $752K | Buy |
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|
2017
Q4 | $499K | Buy |
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|
2017
Q3 | $338K | Hold |
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|
2017
Q2 | $331K | Hold |
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|
2017
Q1 | $318K | Sell |
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|
2016
Q4 | $330K | Hold |
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|
2016
Q3 | $326K | Hold |
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|
2016
Q2 | $310K | Hold |
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|
2016
Q1 | $305K | Hold |
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|
2015
Q4 | $299K | Hold |
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|
2015
Q3 | $283K | Hold |
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|
2015
Q2 | $305K | Hold |
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|
2015
Q1 | $308K | Hold |
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|
2014
Q4 | $309K | Buy |
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|
2014
Q3 | $232K | Hold |
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|
2014
Q2 | $232K | Sell |
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|
2014
Q1 | $237K | Sell |
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|
2013
Q4 | $252K | Hold |
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|
2013
Q3 | $233K | Sell |
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|
2013
Q2 | $236K | Buy |
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