Diversified Trust’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $315K | Hold |
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|
2025
Q2 | $294K | Hold |
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|
2025
Q1 | $267K | Hold |
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|
2024
Q4 | $282K | Hold |
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|
2024
Q3 | $280K | Hold |
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|
2024
Q2 | $261K | Hold |
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|
2024
Q1 | $254K | Sell |
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|
2023
Q4 | $286K | Sell |
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|
2023
Q3 | $283K | Buy |
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|
2023
Q2 | $218K | Hold |
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|
2023
Q1 | $204K | Buy |
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