Pointe Capital Management’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
Q2 | $222K | Hold |
1,752
| – | – | 0.12% | 147 |
|
|
2025
Q1 | $201K | Hold |
1,752
| – | – | 0.12% | 151 |
|
|
2024
Q4 | $213K | Hold |
1,752
| – | – | 0.12% | 152 |
|
|
2024
Q3 | $211K | Buy |
+1,752
| New | +$211K | 0.12% | 154 |
|
|
2023
Q2 | – | Sell |
-1,752
| Closed | -$154K | – | 357 |
|
|
2023
Q1 | $154K | Buy |
+1,752
| New | +$154K | 0.11% | 157 |
|