Laird Norton Wetherby Trust Company’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 | $3.43M | Hold |
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|
2025
Q1 | $3.11M | Hold |
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|
2024
Q4 | $3.29M | Hold |
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|
2024
Q3 | $3.26M | Hold |
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|
2024
Q2 | $3.04M | Hold |
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|
2024
Q1 | $2.95M | Hold |
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|
2023
Q4 | $2.72M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.62M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.6M | Hold |
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|
2021
Q2 | $2.58M | Buy |
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