Highview Capital Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Hold |
3,413
| – | – | 0.17% | 84 |
|
|
2025
Q1 | $392K | Hold |
3,413
| – | – | 0.16% | 78 |
|
|
2024
Q4 | $415K | Hold |
3,413
| – | – | 0.16% | 89 |
|
|
2024
Q3 | $411K | Hold |
3,413
| – | – | 0.17% | 88 |
|
|
2024
Q2 | $384K | Sell |
3,413
-362
| -10% | -$40.7K | 0.16% | 92 |
|
|
2024
Q1 | $412K | Hold |
3,775
| – | – | 0.19% | 91 |
|
|
2023
Q4 | $379K | Hold |
3,775
| – | – | 0.2% | 80 |
|
|
2023
Q3 | $340K | Hold |
3,775
| – | – | 0.19% | 85 |
|
|
2023
Q2 | $353K | Hold |
3,775
| – | – | 0.19% | 78 |
|
|
2023
Q1 | $331K | Hold |
3,775
| – | – | 0.19% | 76 |
|
|
2022
Q4 | $311K | Hold |
3,775
| – | – | 0.19% | 86 |
|
|
2022
Q3 | $287K | Buy |
+3,775
| New | +$287K | 0.21% | 81 |
|