Colorado Capital Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Colorado Capital Management’s Portfolio SUSA Stock Details SUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.85M	Sell
2025 Q2	$1.79M	Sell
2025 Q1	$2.01M	Sell
2024 Q4	$2.12M	Sell
2024 Q3	$2.42M	Sell
2024 Q2	$2.25M	Sell
2024 Q1	$2.55M	Sell
2023 Q4	$2.47M	Sell
2023 Q3	$2.32M	Buy
2023 Q2	$2.4M	Buy
2023 Q1	$2.49M	Sell
2022 Q4	$2.6M	Sell
2022 Q3	$2.42M	Sell
2022 Q2	$2.73M	Sell
2022 Q1	$3.04M	Sell
2021 Q4	$2.94M	Sell
2021 Q3	$2.78M	Sell
2021 Q2	$2.99M	Sell
2021 Q1	$3.16M	Sell
2020 Q4	$2.87M	Sell
2020 Q3	$2.4M	Sell
2020 Q2	$2.47M	Sell
2020 Q1	$2.29M	Buy
2019 Q4	$3.21M	Sell
2019 Q3	$3.15M	Sell
2019 Q2	$3.09M	Sell
2019 Q1	$3.08M	Buy
2018 Q4	$2.8M	Sell
2018 Q3	$3.28M	Sell
2018 Q2	$3.27M	Buy
2018 Q1	$219K	Hold
2017 Q4	$220K	Hold
2017 Q3	$208K	Sell
2017 Q2	$222K	Sell
2017 Q1	$235K	Hold
2016 Q4	$222K	Buy