Peregrine Asset Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $505K | Buy |
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|
2025
Q4 | $528K | Hold |
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|
2025
Q3 | $514K | Hold |
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|
2025
Q2 | $480K | Hold |
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|
2025
Q1 | $435K | Buy |
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|
2024
Q4 | $458K | Sell |
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|
2024
Q3 | $493K | Hold |
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|
2024
Q2 | $460K | Hold |
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|
2024
Q1 | $447K | Hold |
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|
2023
Q4 | $411K | Hold |
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|
2023
Q3 | $368K | Buy |
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