Tiedemann Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.22M | Hold |
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|
2021
Q1 | $1.12M | Buy |
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|
2020
Q4 | $969K | Hold |
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|
2020
Q3 | $864K | Hold |
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|
2020
Q2 | $787K | Sell |
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|
2020
Q1 | $809K | Buy |
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|
2019
Q4 | $734K | Hold |
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|
2019
Q3 | $678K | Buy |
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|
2019
Q2 | $571K | Buy |
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|
2019
Q1 | $231K | Hold |
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|
2018
Q4 | $202K | Sell |
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|
2018
Q3 | $348K | Hold |
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|
2018
Q2 | $330K | Buy |
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