MAI Capital Management’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 | $607K | Sell |
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|
2025
Q1 | $557K | Sell |
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|
2024
Q4 | $652K | Sell |
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|
2024
Q3 | $675K | Sell |
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|
2024
Q2 | $657K | Buy |
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|
2024
Q1 | $637K | Buy |
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|
2023
Q4 | $373K | Buy |
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|
2023
Q3 | $331K | Buy |
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|
2023
Q2 | $260K | Buy |
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|
2023
Q1 | $243K | Buy |
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|
2022
Q4 | $227K | Sell |
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|
2022
Q3 | $211K | Buy |
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|
2022
Q2 | $223K | Buy |
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|
2022
Q1 | $257K | Buy |
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|
2021
Q4 | $281K | Buy |
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