Graypoint LLC’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 | $635K | Buy |
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|
2025
Q1 | $576K | Hold |
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|
2024
Q4 | $609K | Buy |
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|
2024
Q3 | $603K | Hold |
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|
2024
Q2 | $563K | Buy |
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|
2024
Q1 | $547K | Sell |
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|
2023
Q4 | $504K | Buy |
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|
2023
Q3 | $451K | Hold |
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|
2023
Q2 | $469K | Hold |
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|
2023
Q1 | $440K | Buy |
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|
2022
Q4 | $413K | Buy |
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|
2022
Q3 | $380K | Buy |
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|
2022
Q2 | $404K | Hold |
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|
2022
Q1 | $485K | Buy |
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|
2021
Q4 | $476K | Hold |
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|
2021
Q3 | $430K | Buy |
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|
2021
Q2 | $428K | Hold |
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|
2021
Q1 | $394K | Buy |
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|
2020
Q4 | $369K | Buy |
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|
2020
Q3 | $317K | Hold |
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|
2020
Q2 | $288K | Hold |
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|
2020
Q1 | $236K | Buy |
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