Mill Capital Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Hold |
1,900
| – | – | 0.02% | 109 |
|
|
2025
Q1 | $218K | Hold |
1,900
| – | – | 0.02% | 110 |
|
|
2024
Q4 | $231K | Hold |
1,900
| – | – | 0.02% | 112 |
|
|
2024
Q3 | $229K | Hold |
1,900
| – | – | 0.02% | 113 |
|
|
2024
Q2 | $214K | Hold |
1,900
| – | – | 0.02% | 109 |
|
|
2024
Q1 | $207K | Buy |
+1,900
| New | +$207K | 0.02% | 110 |
|
|
2023
Q3 | – | Sell |
-2,475
| Closed | -$232K | – | 126 |
|
|
2023
Q2 | $232K | Hold |
2,475
| – | – | 0.02% | 109 |
|
|
2023
Q1 | $217K | Hold |
2,475
| – | – | 0.02% | 120 |
|
|
2022
Q4 | $204K | Hold |
2,475
| – | – | 0.02% | 116 |
|
|
2022
Q3 | $188K | Buy |
+2,475
| New | +$188K | 0.02% | 112 |
|