Ledyard National Bank’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 | $2.83M | Buy |
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|
2025
Q1 | $2.43M | Sell |
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|
2024
Q4 | $2.61M | Sell |
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|
2024
Q3 | $2.76M | Buy |
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|
2024
Q2 | $2.38M | Buy |
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|
2024
Q1 | $2.28M | Sell |
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|
2023
Q4 | $2.15M | Buy |
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|
2023
Q3 | $1.76M | Buy |
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|
2023
Q2 | $1.73M | Sell |
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|
2023
Q1 | $1.88M | Sell |
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|
2022
Q4 | $1.85M | Buy |
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|
2022
Q3 | $1.63M | Sell |
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|
2022
Q2 | $1.74M | Buy |
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|
2022
Q1 | $2M | Buy |
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|
2021
Q4 | $1.64M | Buy |
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|
2021
Q3 | $1.31M | Buy |
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|
2021
Q2 | $839K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $75K | Hold |
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|
2018
Q3 | $87K | Hold |
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|
2018
Q2 | $82K | Hold |
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|
2018
Q1 | $81K | Hold |
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|
2017
Q4 | $81K | Hold |
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|
2017
Q3 | $76K | Hold |
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|
2017
Q2 | $75K | Hold |
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|
2017
Q1 | $72K | Hold |
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|
2016
Q4 | $67K | Buy |
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|
2016
Q3 | $21K | Hold |
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|
2016
Q2 | $20K | Hold |
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|
2016
Q1 | $20K | Hold |
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|
2015
Q4 | $19K | Hold |
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|
2015
Q3 | $18K | Hold |
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|
2015
Q2 | $20K | Buy |
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|
2015
Q1 | $10K | Hold |
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|
2014
Q4 | $10K | Hold |
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|
2014
Q3 | $9K | Hold |
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|
2014
Q2 | $9K | Hold |
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|
2014
Q1 | $9K | Buy |
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|
2013
Q4 | $4K | Hold |
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|
2013
Q3 | $4K | Hold |
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|
2013
Q2 | $3K | Buy |
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