Harbour Investments’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
$234K Buy
2025
Q1
$212K Buy
2024
Q4
$193K Hold
2024
Q3
$191K Sell
2024
Q2
$928K Sell
2024
Q1
$1.15M Sell
2023
Q4
$1.22M Buy
2023
Q3
$1.08M Sell
2023
Q2
$1.16M Sell
2023
Q1
$1.09M Sell
2022
Q4
$1.7M Buy
2022
Q3
$1.44M Hold
2022
Q2
$1.44M Buy
2021
Q4
$2.04M Sell
2021
Q3
$1.95M Buy
2021
Q2
$1.78M Sell
2021
Q1
$1.64M Buy