Bessemer Group’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
$688K Buy
+5,430
New +$688K ﹤0.01% 732
2022
Q2
Sell
-4,126
Closed -$400K 2040
2022
Q1
$400K Buy
+4,126
New +$400K ﹤0.01% 680
2014
Q3
Sell
-11,860
Closed -$488K 1383
2014
Q2
$488K Buy
+11,860
New +$488K ﹤0.01% 577