MassMutual Private Wealth & Trust’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 | $54.3K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $74K | Hold |
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|
2021
Q3 | $67K | Hold |
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|
2021
Q2 | $67K | Sell |
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|
2021
Q1 | $75K | Hold |
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|
2020
Q4 | $70K | Hold |
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|
2020
Q3 | $63K | Hold |
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|
2020
Q2 | $57K | Hold |
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|
2020
Q1 | $47K | Sell |
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|
2019
Q4 | $80K | Hold |
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|
2019
Q3 | $74K | Hold |
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|
2019
Q2 | $73K | Sell |
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|
2019
Q1 | $101K | Hold |
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|
2018
Q4 | $87.7K | Hold |
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|
2018
Q3 | $101K | Buy |
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