Permanens Capital’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
Q2 | $3.12M | Sell |
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|
2025
Q1 | $5.59M | Buy |
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|
2024
Q4 | $5.52M | Sell |
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|
2024
Q3 | $6.69M | Hold |
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|
2024
Q2 | $6.24M | Sell |
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|
2024
Q1 | $7.2M | Buy |
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|
2023
Q4 | $6.59M | Sell |
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|
2023
Q3 | $6.31M | Sell |
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|
2023
Q2 | $7.41M | Sell |
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|
2023
Q1 | $11.8M | Sell |
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|
2022
Q4 | $11.4M | Sell |
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|
2022
Q3 | $10.8M | Hold |
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|
2022
Q2 | $11.5M | Sell |
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|
2022
Q1 | $15.1M | Buy |
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|
2021
Q4 | $8.21M | Sell |
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|
2021
Q3 | $7.65M | Sell |
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|
2021
Q2 | $8.49M | Sell |
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|
2021
Q1 | $8.71M | Buy |
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|
2020
Q4 | $6.5M | Buy |
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|
2020
Q3 | $3.9M | Buy |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Hold |
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