Charter Oak Capital Management’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $730K | Hold |
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|
2025
Q2 | $676K | Hold |
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|
2025
Q1 | $598K | Hold |
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|
2024
Q4 | $643K | Hold |
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|
2024
Q3 | $633K | Hold |
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|
2024
Q2 | $608K | Hold |
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|
2024
Q1 | $586K | Hold |
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|
2023
Q4 | $527K | Sell |
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|
2023
Q3 | $475K | Hold |
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|
2023
Q2 | $488K | Hold |
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|
2023
Q1 | $449K | Hold |
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|
2022
Q4 | $418K | Hold |
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|
2022
Q3 | $389K | Hold |
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|
2022
Q2 | $418K | Buy |
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|
2022
Q1 | $436K | Hold |
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|
2021
Q4 | $464K | Buy |
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|
2021
Q3 | $340K | Buy |
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|
2021
Q2 | $150K | Buy |
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