F.L. Putnam Investment Management’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
$964K Sell
2025
Q2
$1.07M Buy
2025
Q1
$872K Hold
2024
Q4
$923K Sell
2024
Q3
$945K Buy
2024
Q2
$865K Hold
2024
Q1
$840K Buy
2023
Q4
$236K Hold
2023
Q3
$211K Buy