Haverford Trust Company’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 | $1.07M | Hold |
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|
2025
Q1 | $974K | Hold |
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|
2024
Q4 | $1.03M | Hold |
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|
2024
Q3 | $1.02M | Hold |
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|
2024
Q2 | $953K | Hold |
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|
2024
Q1 | $926K | Sell |
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|
2023
Q4 | $926K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $265K | Hold |
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|
2021
Q1 | $244K | Hold |
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|
2020
Q4 | $228K | Sell |
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|
2020
Q3 | $210K | Buy |
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