Pinnacle Financial Partners’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
$378K Buy
2025
Q2
$241K Hold
2025
Q1
$218K Sell
2024
Q4
$271K Hold
2024
Q3
$268K Hold
2024
Q2
$251K Hold
2024
Q1
$243K Hold
2023
Q4
$224K Buy