NBT 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
Q3 | $81.4K | Sell |
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|
2025
Q2 | $264K | Sell |
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2025
Q1 | $475K | Sell |
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|
2024
Q4 | $504K | Sell |
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|
2024
Q3 | $520K | Sell |
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|
2024
Q2 | $486K | Sell |
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|
2024
Q1 | $587K | Hold |
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|
2023
Q4 | $540K | Sell |
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|
2023
Q3 | $514K | Hold |
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|
2023
Q2 | $535K | Hold |
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|
2023
Q1 | $502K | Buy |
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|
2022
Q4 | $400K | Buy |
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