Granite Investment Partners’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
Q1 | – | Sell |
-21,897
| Closed | -$2.66M | – | 273 |
|
|
2024
Q4 | $2.66M | Buy |
+21,897
| New | +$2.66M | 0.12% | 175 |
|
|
2022
Q1 | – | Sell |
-50,172
| Closed | -$5.33M | – | 290 |
|
|
2021
Q4 | $5.33M | Buy |
+50,172
| New | +$5.33M | 0.16% | 133 |
|
|
2020
Q1 | – | Sell |
-21,230
| Closed | -$1.46M | – | 307 |
|
|
2019
Q4 | $1.46M | Buy |
+21,230
| New | +$1.46M | 0.07% | 212 |
|
|
2019
Q1 | – | Sell |
-60,648
| Closed | -$3.13M | – | 369 |
|
|
2018
Q4 | $3.13M | Buy |
+60,648
| New | +$3.13M | 0.23% | 111 |
|
|
2017
Q1 | – | Sell |
-26,344
| Closed | -$1.23M | – | 315 |
|
|
2016
Q4 | $1.23M | Buy |
+26,344
| New | +$1.23M | 0.09% | 210 |
|
|
2016
Q1 | – | Sell |
-14,420
| Closed | -$601K | – | 312 |
|
|
2015
Q4 | $601K | Buy |
+14,420
| New | +$601K | 0.05% | 263 |
|
|
2014
Q1 | – | Sell |
-6,940
| Closed | -$266K | – | 274 |
|
|
2013
Q4 | $266K | Buy |
+6,940
| New | +$266K | 0.04% | 237 |
|