First Manhattan’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 | $284K | Hold |
2,238
| – | – | ﹤0.01% | 625 |
|
2025
Q1 | $257K | Buy |
+2,238
| New | +$257K | ﹤0.01% | 609 |
|
2024
Q2 | – | Sell |
-538
| Closed | -$58.7K | – | 1245 |
|
2024
Q1 | $58.7K | Hold |
538
| – | – | ﹤0.01% | 848 |
|
2023
Q4 | $54.1K | Hold |
538
| – | – | ﹤0.01% | 856 |
|
2023
Q3 | $48.4K | Buy |
+538
| New | +$48.4K | ﹤0.01% | 871 |
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$87.8K | – | 1545 |
|
2023
Q1 | $87.8K | Buy |
+1,000
| New | +$87.8K | ﹤0.01% | 827 |
|