CT
Coastline Trust’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
8,469
-351
| -4% | -$44.5K | 0.12% | 121 |
|
|
2025
Q1 | $1.01M | Sell |
8,820
-170
| -2% | -$19.5K | 0.13% | 126 |
|
|
2024
Q4 | $1.09M | Sell |
8,990
-420
| -4% | -$51.1K | 0.13% | 122 |
|
|
2024
Q3 | $1.13M | Hold |
9,410
| – | – | 0.13% | 121 |
|
|
2024
Q2 | $1.06M | Sell |
9,410
-122
| -1% | -$13.7K | 0.12% | 133 |
|
|
2024
Q1 | $1.04M | Buy |
9,532
+1,345
| +16% | +$147K | 0.13% | 135 |
|
|
2023
Q4 | $823K | Buy |
+8,187
| New | +$823K | 0.11% | 153 |
|