Laird Norton Wetherby Trust Company’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 | $3.43M | Hold |
27,064
| – | – | 0.47% | 30 |
|
|
2025
Q1 | $3.11M | Hold |
27,064
| – | – | 0.5% | 29 |
|
|
2024
Q4 | $3.29M | Hold |
27,064
| – | – | 0.45% | 30 |
|
|
2024
Q3 | $3.26M | Hold |
27,064
| – | – | 0.43% | 32 |
|
|
2024
Q2 | $3.04M | Hold |
27,064
| – | – | 0.43% | 30 |
|
|
2024
Q1 | $2.95M | Hold |
27,064
| – | – | 0.4% | 37 |
|
|
2023
Q4 | $2.72M | Buy |
+27,064
| New | +$2.72M | 0.32% | 38 |
|
|
2022
Q2 | – | Sell |
-27,064
| Closed | -$2.62M | – | 180 |
|
|
2022
Q1 | $2.62M | Buy |
+27,064
| New | +$2.62M | 0.24% | 37 |
|
|
2021
Q4 | – | Sell |
-27,064
| Closed | -$2.6M | – | 203 |
|
|
2021
Q3 | $2.6M | Hold |
27,064
| – | – | 0.27% | 34 |
|
|
2021
Q2 | $2.59M | Buy |
+27,064
| New | +$2.59M | 0.27% | 35 |
|