Fairview Capital 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
Q2 | $345K | Sell |
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|
2025
Q1 | $330K | Hold |
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|
2024
Q4 | $349K | Sell |
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|
2024
Q3 | $370K | Buy |
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|
2024
Q2 | $343K | Sell |
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|
2024
Q1 | $398K | Sell |
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|
2023
Q4 | $379K | Buy |
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|
2023
Q3 | $331K | Sell |
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|
2023
Q2 | $353K | Hold |
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|
2023
Q1 | $331K | Sell |
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|
2022
Q4 | $352K | Hold |
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|
2022
Q3 | $324K | Buy |
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|
2022
Q2 | $342K | Sell |
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|
2022
Q1 | $447K | Buy |
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|
2021
Q4 | $480K | Sell |
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|
2021
Q3 | $458K | Buy |
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|
2021
Q2 | $434K | Buy |
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|
2021
Q1 | $377K | Buy |
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|
2020
Q4 | $349K | Hold |
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|
2020
Q3 | $312K | Hold |
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|
2020
Q2 | $284K | Buy |
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|
2020
Q1 | $225K | Buy |
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