P.J. Schmidt Investment Management (PJS)’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
2022
Q1
Sell
2021
Q4
$260K Buy
2021
Q3
$265K Buy
2021
Q2
$252K Sell
2021
Q1
$238K Buy
2020
Q4
$204K Sell
2020
Q3
$225K Sell
2020
Q2
$206K Buy
2020
Q1
Sell
2019
Q4
$232K Buy