Klingman & Associates’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 | $365K | Hold |
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|
2025
Q2 | $341K | Hold |
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|
2025
Q1 | $309K | Hold |
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|
2024
Q4 | $328K | Hold |
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|
2024
Q3 | $324K | Hold |
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|
2024
Q2 | $303K | Hold |
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|
2024
Q1 | $294K | Hold |
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|
2023
Q4 | $271K | Hold |
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|
2023
Q3 | $242K | Buy |
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|
2023
Q2 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $212K | Hold |
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|
2021
Q4 | $233K | Hold |
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|
2021
Q3 | $211K | Hold |
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|
2021
Q2 | $210K | Buy |
|