Hengehold Capital Management’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
Q3 | $820K | Hold |
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|
2025
Q2 | $766K | Sell |
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|
2025
Q1 | $739K | Buy |
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|
2024
Q4 | $774K | Sell |
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|
2024
Q3 | $783K | Hold |
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|
2024
Q2 | $731K | Buy |
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|
2024
Q1 | $710K | Buy |
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|
2023
Q4 | $649K | Buy |
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|
2023
Q3 | $536K | Hold |
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|
2023
Q2 | $557K | Buy |
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|
2023
Q1 | $500K | Buy |
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|
2022
Q4 | $444K | Buy |
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|
2022
Q3 | $370K | Buy |
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|
2022
Q2 | $363K | Buy |
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|
2022
Q1 | $426K | Sell |
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|
2021
Q4 | $476K | Buy |
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|
2021
Q3 | $395K | Buy |
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|
2021
Q2 | $390K | Hold |
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|
2021
Q1 | $359K | Buy |
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