Charter Oak Capital 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
Q3 | $10M | Sell |
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2025
Q2 | $9.6M | Sell |
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2025
Q1 | $8.77M | Buy |
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|
2024
Q4 | $9.18M | Sell |
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|
2024
Q3 | $9.46M | Buy |
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|
2024
Q2 | $8.76M | Sell |
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|
2024
Q1 | $8.65M | Sell |
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|
2023
Q4 | $8.04M | Sell |
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|
2023
Q3 | $7.23M | Sell |
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|
2023
Q2 | $7.94M | Sell |
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|
2023
Q1 | $7.66M | Buy |
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|
2022
Q4 | $6.54M | Buy |
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|
2022
Q3 | $5.71M | Sell |
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|
2022
Q2 | $6.82M | Buy |
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|
2022
Q1 | $6.75M | Buy |
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|
2021
Q4 | $7.05M | Buy |
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|
2021
Q3 | $5.92M | Buy |
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|
2021
Q2 | $5.7M | Buy |
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|
2021
Q1 | $4.61M | Buy |
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|
2020
Q4 | $4.24M | Buy |
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