Valley National Advisers’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71K | Hold |
564
| – | – | 0.01% | 346 |
|
|
2025
Q1 | $64K | Hold |
564
| – | – | 0.01% | 348 |
|
|
2024
Q4 | $68K | Hold |
564
| – | – | 0.01% | 321 |
|
|
2024
Q3 | $67K | Hold |
564
| – | – | 0.01% | 324 |
|
|
2024
Q2 | $63K | Hold |
564
| – | – | 0.01% | 359 |
|
|
2024
Q1 | $61K | Hold |
564
| – | – | 0.01% | 384 |
|
|
2023
Q4 | $56K | Hold |
564
| – | – | 0.01% | 388 |
|
|
2023
Q3 | $51K | Hold |
564
| – | – | 0.01% | 385 |
|
|
2023
Q2 | $53K | Hold |
564
| – | – | 0.01% | 382 |
|
|
2023
Q1 | $49K | Hold |
564
| – | – | 0.01% | 386 |
|
|
2022
Q4 | $48K | Hold |
564
| – | – | 0.01% | 385 |
|
|
2022
Q3 | $44K | Hold |
564
| – | – | 0.01% | 386 |
|
|
2022
Q2 | $47K | Hold |
564
| – | – | 0.01% | 359 |
|
|
2022
Q1 | $55K | Hold |
564
| – | – | 0.01% | 354 |
|
|
2021
Q4 | $60K | Hold |
564
| – | – | 0.01% | 340 |
|
|
2021
Q3 | $54K | Hold |
564
| – | – | 0.01% | 341 |
|
|
2021
Q2 | $54K | Buy |
+564
| New | +$54K | 0.01% | 342 |
|