DSM Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,940
| Closed | -$798K | – | 123 |
|
|
2023
Q4 | $798K | Buy |
+7,940
| New | +$798K | 0.01% | 40 |
|
|
2023
Q1 | – | Sell |
-25,463
| Closed | -$2.1M | – | 60 |
|
|
2022
Q4 | $2.1M | Buy |
+25,463
| New | +$2.1M | 0.03% | 42 |
|
|
2019
Q1 | – | Sell |
-24,030
| Closed | -$1.24M | – | 58 |
|
|
2018
Q4 | $1.24M | Buy |
+24,030
| New | +$1.24M | 0.02% | 38 |
|