Stifel Financial’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 | $3.69M | Sell |
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|
2025
Q1 | $3.55M | Sell |
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|
2024
Q4 | $3.87M | Sell |
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|
2024
Q3 | $4M | Sell |
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|
2024
Q2 | $3.92M | Sell |
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|
2024
Q1 | $4.85M | Sell |
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|
2023
Q4 | $5.01M | Buy |
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|
2023
Q3 | $4.16M | Buy |
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|
2023
Q2 | $3.82M | Buy |
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|
2023
Q1 | $759K | Sell |
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|
2022
Q4 | $823K | Sell |
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|
2022
Q3 | $1.21M | Sell |
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|
2022
Q2 | $1.33M | Sell |
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|
2022
Q1 | $1.68M | Sell |
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|
2021
Q4 | $2.27M | Buy |
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|
2021
Q3 | $1.77M | Buy |
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|
2021
Q2 | $1.7M | Buy |
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|
2021
Q1 | $1.42M | Buy |
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|
2020
Q4 | $886K | Buy |
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|
2020
Q3 | $600K | Sell |
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|
2020
Q2 | $798K | Buy |
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|
2020
Q1 | $635K | Buy |
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|
2019
Q4 | $603K | Sell |
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|
2019
Q3 | $822K | Buy |
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|
2019
Q2 | $808K | Buy |
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|
2019
Q1 | $771K | Sell |
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|
2018
Q4 | $843K | Sell |
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|
2018
Q3 | $2.38M | Buy |
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|
2018
Q2 | $2.02M | Buy |
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|
2018
Q1 | $1.91M | Buy |
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|
2017
Q4 | $449K | Sell |
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|
2017
Q3 | $428K | Buy |
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|
2017
Q2 | $409K | Buy |
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|
2017
Q1 | $370K | Buy |
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|
2016
Q4 | $323K | Buy |
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|
2016
Q3 | $267K | Buy |
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|
2016
Q2 | $223K | Buy |
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|
2016
Q1 | $219K | Buy |
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|
2015
Q4 | $215K | Sell |
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|
2015
Q3 | $279K | Hold |
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|
2015
Q2 | $301K | Buy |
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|
2015
Q1 | $304K | Sell |
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|
2014
Q4 | $1.24M | Buy |
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|
2014
Q3 | $240K | Hold |
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|
2014
Q2 | $240K | Buy |
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|
2014
Q1 | $218K | Buy |
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