Carret Asset Management’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 | $889K | Buy |
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|
2025
Q1 | $804K | Buy |
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|
2024
Q4 | $849K | Buy |
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|
2024
Q3 | $838K | Buy |
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|
2024
Q2 | $780K | Buy |
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|
2024
Q1 | $756K | Buy |
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|
2023
Q4 | $694K | Buy |
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|
2023
Q3 | $616K | Hold |
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|
2023
Q2 | $641K | Buy |
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|
2023
Q1 | $599K | Buy |
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|
2022
Q4 | $560K | Buy |
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|
2022
Q3 | $512K | Hold |
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|
2022
Q2 | $544K | Buy |
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|
2022
Q1 | $651K | Buy |
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