Mechanics Bank - Trust Department’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 | $713K | Buy |
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|
2025
Q2 | $598K | Buy |
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|
2025
Q1 | $414K | Sell |
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|
2024
Q4 | $513K | Buy |
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|
2024
Q3 | $327K | Buy |
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|
2024
Q2 | $298K | Hold |
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|
2024
Q1 | $289K | Sell |
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|
2023
Q4 | $413K | Sell |
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|
2023
Q3 | $372K | Sell |
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|
2023
Q2 | $390K | Sell |
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|
2023
Q1 | $367K | Buy |
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|
2022
Q4 | $342K | Hold |
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|
2022
Q3 | $315K | Sell |
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|
2022
Q2 | $336K | Sell |
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|
2022
Q1 | $407K | Buy |
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|
2021
Q4 | $441K | Hold |
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|
2021
Q3 | $399K | Hold |
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|
2021
Q2 | $397K | Sell |
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|
2021
Q1 | $419K | Sell |
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|
2020
Q4 | $397K | Sell |
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|
2020
Q3 | $370K | Hold |
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|
2020
Q2 | $336K | Hold |
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|
2020
Q1 | $276K | Hold |
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|
2019
Q4 | $336K | Hold |
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|
2019
Q3 | $310K | Buy |
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