Chilton Capital Management’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
$18.4K Sell
145
-155
-52% -$19.6K ﹤0.01% 419
2025
Q1
$34.5K Hold
300
﹤0.01% 357
2024
Q4
$36.5K Hold
300
﹤0.01% 361
2024
Q3
$36.1K Hold
300
﹤0.01% 375
2024
Q2
$33.7K Buy
+300
New +$33.7K ﹤0.01% 397