Dorsey & Whitney 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
Q2 | $311K | Hold |
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|
2025
Q1 | $282K | Hold |
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|
2024
Q4 | $298K | Hold |
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|
2024
Q3 | $295K | Hold |
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|
2024
Q2 | $275K | Hold |
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|
2024
Q1 | $268K | Hold |
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|
2023
Q4 | $246K | Hold |
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|
2023
Q3 | $221K | Hold |
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|
2023
Q2 | $230K | Hold |
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|
2023
Q1 | $215K | Hold |
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|
2022
Q4 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $237K | Sell |
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|
2021
Q4 | $315K | Hold |
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|
2021
Q3 | $284K | Hold |
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|
2021
Q2 | $283K | Hold |
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|
2021
Q1 | $260K | Hold |
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|
2020
Q4 | $244K | Hold |
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|
2020
Q3 | $218K | Buy |
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