Penobscot Investment 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 | $279K | Hold |
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|
2025
Q2 | $261K | Hold |
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|
2025
Q1 | $236K | Hold |
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|
2024
Q4 | $250K | Hold |
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|
2024
Q3 | $247K | Sell |
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|
2024
Q2 | $288K | Hold |
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|
2024
Q1 | $280K | Sell |
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|
2023
Q4 | $338K | Hold |
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|
2023
Q3 | $303K | Hold |
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|
2023
Q2 | $315K | Sell |
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|
2023
Q1 | $311K | Sell |
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|
2022
Q4 | $301K | Hold |
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|
2022
Q3 | $277K | Hold |
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|
2022
Q2 | $295K | Hold |
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|
2022
Q1 | $354K | Sell |
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|
2021
Q4 | $446K | Buy |
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|
2021
Q3 | $355K | Buy |
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|
2021
Q2 | $228K | Buy |
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