Wilbanks Smith & Thomas Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $361K | Buy |
+3,303
| New | +$361K | 0.01% | 394 |
|
|
2019
Q4 | – | Sell |
-4,806
| Closed | -$297K | – | 442 |
|
|
2019
Q3 | $297K | Hold |
4,806
| – | – | 0.02% | 320 |
|
|
2019
Q2 | $293K | Hold |
4,806
| – | – | 0.02% | 315 |
|
|
2019
Q1 | $284K | Buy |
+4,806
| New | +$284K | 0.02% | 320 |
|
|
2018
Q4 | – | Sell |
-4,230
| Closed | -$252K | – | 1198 |
|
|
2018
Q3 | $252K | Sell |
4,230
-50
| -1% | -$2.98K | 0.02% | 342 |
|
|
2018
Q2 | $241K | Buy |
4,280
+24
| +0.6% | +$1.35K | 0.02% | 305 |
|
|
2018
Q1 | $236K | Buy |
+4,256
| New | +$236K | 0.02% | 304 |
|