F.L. Putnam Investment 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 | $1.07M | Buy |
8,478
+884
| +12% | +$112K | 0.02% | 316 |
|
|
2025
Q1 | $872K | Hold |
7,594
| – | – | 0.02% | 330 |
|
|
2024
Q4 | $923K | Sell |
7,594
-253
| -3% | -$30.8K | 0.02% | 320 |
|
|
2024
Q3 | $945K | Buy |
7,847
+152
| +2% | +$18.3K | 0.02% | 335 |
|
|
2024
Q2 | $865K | Hold |
7,695
| – | – | 0.02% | 338 |
|
|
2024
Q1 | $840K | Buy |
7,695
+5,350
| +228% | +$584K | 0.02% | 276 |
|
|
2023
Q4 | $236K | Hold |
2,345
| – | – | 0.01% | 443 |
|
|
2023
Q3 | $211K | Buy |
+2,345
| New | +$211K | 0.01% | 442 |
|