Bear Mountain Capital’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
2025
Q2
$4.85M Buy
2025
Q1
$4.16M Buy
2024
Q4
$4.51M Sell
2024
Q3
$4.47M Sell
2024
Q2
$4.35M Buy
2024
Q1
$3.74M Sell
2023
Q4
$4.14M Buy