NCTC
New Covenant Trust Company’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Hold |
16,283
| – | – | 1.83% | 13 |
|
|
2025
Q1 | $1.86M | Sell |
16,283
-325
| -2% | -$37.1K | 1.96% | 14 |
|
|
2024
Q4 | $2.03M | Sell |
16,608
-539
| -3% | -$65.7K | 2.01% | 13 |
|
|
2024
Q3 | $2.06M | Sell |
17,147
-144
| -0.8% | -$17.3K | 1.99% | 13 |
|
|
2024
Q2 | $1.96M | Buy |
17,291
+290
| +2% | +$33K | 2.26% | 12 |
|
|
2024
Q1 | $1.86M | Buy |
+17,001
| New | +$1.86M | 1.86% | 12 |
|