Parsons Capital Management’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 | $739K | Sell |
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|
2025
Q2 | $695K | Sell |
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|
2025
Q1 | $649K | Sell |
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|
2024
Q4 | $722K | Sell |
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|
2024
Q3 | $734K | Hold |
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|
2024
Q2 | $685K | Sell |
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|
2024
Q1 | $675K | Sell |
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|
2023
Q4 | $626K | Buy |
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|
2023
Q3 | $554K | Buy |
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|
2023
Q2 | $551K | Buy |
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|
2023
Q1 | $416K | Buy |
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|
2022
Q4 | $385K | Sell |
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|
2022
Q3 | $439K | Sell |
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|
2022
Q2 | $496K | Buy |
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|
2022
Q1 | $590K | Sell |
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|
2021
Q4 | $671K | Sell |
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|
2021
Q3 | $615K | Sell |
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|
2021
Q2 | $636K | Buy |
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|
2021
Q1 | $557K | Buy |
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|
2020
Q4 | $451K | Buy |
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|
2020
Q3 | $375K | Sell |
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|
2020
Q2 | $434K | Sell |
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|
2020
Q1 | $369K | Sell |
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|
2019
Q4 | $473K | Hold |
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|
2019
Q3 | $436K | Buy |
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|
2019
Q2 | $423K | Buy |
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|
2019
Q1 | $410K | Buy |
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|
2018
Q4 | $358K | Buy |
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|
2018
Q3 | $406K | Sell |
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|
2018
Q2 | $389K | Sell |
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|
2018
Q1 | $385K | Buy |
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|
2017
Q4 | $351K | Buy |
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|
2017
Q3 | $304K | Buy |
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|
2017
Q2 | $284K | Buy |
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|
2017
Q1 | $273K | Buy |
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|
2016
Q4 | $238K | Buy |
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|
2016
Q3 | $212K | Sell |
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|
2016
Q2 | $220K | Buy |
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|
2016
Q1 | $210K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $181K | Buy |
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