Pinnacle Associates’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 | $581K | Sell |
|
|||||
|
2025
Q1 | $597K | Buy |
|
|||||
|
2024
Q4 | $488K | Buy |
|
|||||
|
2024
Q3 | $360K | Sell |
|
|||||
|
2024
Q2 | $428K | Buy |
|
|||||
|
2024
Q1 | $397K | Buy |
|
|||||
|
2023
Q4 | $360K | Buy |
|
|||||
|
2023
Q3 | $306K | Buy |
|
|||||
|
2023
Q2 | $318K | Sell |
|
|||||
|
2023
Q1 | $315K | Sell |
|
|||||
|
2022
Q4 | $299K | Buy |
|
|||||
|
2022
Q3 | $268K | Sell |
|
|||||
|
2022
Q2 | $483K | Buy |
|
|||||
|
2022
Q1 | $566K | Buy |
|
|||||
|
2021
Q4 | $389K | Buy |
|