Pinnacle Financial Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $218K | Sell |
1,900
-330
| -15% | -$37.9K | ﹤0.01% | 432 |
|
|
2024
Q4 | $271K | Hold |
2,230
| – | – | 0.01% | 388 |
|
|
2024
Q3 | $268K | Hold |
2,230
| – | – | 0.01% | 392 |
|
|
2024
Q2 | $251K | Hold |
2,230
| – | – | 0.01% | 389 |
|
|
2024
Q1 | $243K | Hold |
2,230
| – | – | 0.01% | 404 |
|
|
2023
Q4 | $224K | Buy |
+2,230
| New | +$224K | 0.01% | 393 |
|