Cresset Asset 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 | $2.5M | Hold |
19,703
| – | – | 0.01% | 485 |
|
|
2025
Q1 | $2.26M | Hold |
19,703
| – | – | 0.01% | 498 |
|
|
2024
Q4 | $2.4M | Sell |
19,703
-72
| -0.4% | -$8.75K | 0.01% | 486 |
|
|
2024
Q3 | $2.38M | Sell |
19,775
-159
| -0.8% | -$19.1K | 0.01% | 704 |
|
|
2024
Q2 | $2.24M | Hold |
19,934
| – | – | 0.01% | 652 |
|
|
2024
Q1 | $2.18M | Hold |
19,934
| – | – | 0.01% | 595 |
|
|
2023
Q4 | $2M | Sell |
19,934
-480
| -2% | -$48.2K | 0.01% | 580 |
|
|
2023
Q3 | $1.84M | Sell |
20,414
-4,020
| -16% | -$363K | 0.01% | 560 |
|
|
2023
Q2 | $2.29M | Buy |
24,434
+4,549
| +23% | +$426K | ﹤0.01% | 484 |
|
|
2023
Q1 | $1.75M | Hold |
19,885
| – | – | 0.03% | 248 |
|
|
2022
Q4 | $1.64M | Hold |
19,885
| – | – | 0.02% | 229 |
|
|
2022
Q3 | $1.51M | Sell |
19,885
-30
| -0.2% | -$2.28K | 0.02% | 263 |
|
|
2022
Q2 | $1.61M | Buy |
19,915
+1,155
| +6% | +$93.2K | 0.02% | 264 |
|
|
2022
Q1 | $1.82M | Buy |
+18,760
| New | +$1.82M | 0.02% | 264 |
|