Highview 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
Q2 | $433K | Hold |
|
|||||
|
2025
Q1 | $392K | Hold |
|
|||||
|
2024
Q4 | $415K | Hold |
|
|||||
|
2024
Q3 | $411K | Hold |
|
|||||
|
2024
Q2 | $384K | Sell |
|
|||||
|
2024
Q1 | $412K | Hold |
|
|||||
|
2023
Q4 | $379K | Hold |
|
|||||
|
2023
Q3 | $340K | Hold |
|
|||||
|
2023
Q2 | $353K | Hold |
|
|||||
|
2023
Q1 | $331K | Hold |
|
|||||
|
2022
Q4 | $311K | Hold |
|
|||||
|
2022
Q3 | $287K | Buy |
|