Ferguson Wellman Capital 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 | $363K | Sell |
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|
2025
Q2 | $339K | Sell |
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|
2025
Q1 | $353K | Hold |
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|
2024
Q4 | $374K | Sell |
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|
2024
Q3 | $371K | Hold |
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|
2024
Q2 | $347K | Sell |
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|
2024
Q1 | $343K | Sell |
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|
2023
Q4 | $321K | Buy |
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|
2023
Q3 | $274K | Sell |
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|
2023
Q2 | $298K | Sell |
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|
2023
Q1 | $281K | Hold |
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|
2022
Q4 | $264K | Hold |
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|
2022
Q3 | $243K | Sell |
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|
2022
Q2 | $265K | Sell |
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|
2022
Q1 | $323K | Sell |
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|
2021
Q4 | $457K | Sell |
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|
2021
Q3 | $436K | Buy |
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|
2021
Q2 | $406K | Sell |
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|
2021
Q1 | $375K | Hold |
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|
2020
Q4 | $352K | Sell |
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|
2020
Q3 | $332K | Sell |
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|
2020
Q2 | $304K | Sell |
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|
2020
Q1 | $266K | Sell |
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|
2019
Q4 | $363K | Buy |
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