BMC
Bear Mountain Capital’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.85M | Buy |
37,899
+1,507
| +4% | +$193K | 1.74% | 13 |
|
|
2025
Q1 | $4.16M | Buy |
36,392
+714
| +2% | +$81.7K | 1.61% | 13 |
|
|
2024
Q4 | $4.51M | Sell |
35,678
-1,231
| -3% | -$156K | 1.75% | 13 |
|
|
2024
Q3 | $4.47M | Sell |
36,909
-583
| -2% | -$70.6K | 1.76% | 13 |
|
|
2024
Q2 | $4.35M | Buy |
37,492
+1,291
| +4% | +$150K | 1.77% | 13 |
|
|
2024
Q1 | $3.74M | Sell |
36,201
-5,247
| -13% | -$542K | 1.61% | 13 |
|
|
2023
Q4 | $4.14M | Buy |
+41,448
| New | +$4.14M | 1.74% | 12 |
|