Bank of New Hampshire’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 | $759K | Hold |
5,990
| – | – | 0.19% | 109 |
|
|
2025
Q1 | $688K | Sell |
5,990
-2,470
| -29% | -$284K | 0.18% | 117 |
|
|
2024
Q4 | $1.03M | Sell |
8,460
-1,600
| -16% | -$195K | 0.26% | 87 |
|
|
2024
Q3 | $1.21M | Sell |
10,060
-425
| -4% | -$51.2K | 0.3% | 82 |
|
|
2024
Q2 | $1.18M | Hold |
10,485
| – | – | 0.31% | 84 |
|
|
2024
Q1 | $1.14M | Sell |
10,485
-847
| -7% | -$92.5K | 0.3% | 85 |
|
|
2023
Q4 | $1.14M | Sell |
11,332
-10,971
| -49% | -$1.1M | 0.32% | 84 |
|
|
2023
Q3 | $2.01M | Sell |
22,303
-5,310
| -19% | -$478K | 0.6% | 48 |
|
|
2023
Q2 | $2.59M | Sell |
27,613
-250
| -0.9% | -$23.4K | 0.74% | 41 |
|
|
2023
Q1 | $2.45M | Sell |
27,863
-3,840
| -12% | -$337K | 0.73% | 40 |
|
|
2022
Q4 | $2.61M | Sell |
31,703
-5,645
| -15% | -$465K | 0.79% | 40 |
|
|
2022
Q3 | $2.84M | Sell |
37,348
-10
| -0% | -$759 | 0.89% | 35 |
|
|
2022
Q2 | $3.01M | Sell |
37,358
-4,610
| -11% | -$372K | 0.87% | 28 |
|
|
2022
Q1 | $4.06M | Sell |
41,968
-580
| -1% | -$56.2K | 0.99% | 25 |
|
|
2021
Q4 | $4.52M | Buy |
42,548
+4,669
| +12% | +$496K | 1.1% | 20 |
|
|
2021
Q3 | $3.62M | Hold |
37,879
| – | – | 0.97% | 28 |
|
|
2021
Q2 | $3.62M | Buy |
+37,879
| New | +$3.62M | 0.97% | 28 |
|