Private Trust Company’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 | $62K | Hold |
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|
2025
Q2 | $57.9K | Sell |
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|
2025
Q1 | $60.1K | Hold |
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|
2024
Q4 | $63.6K | Hold |
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|
2024
Q3 | $63K | Hold |
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|
2024
Q2 | $58.8K | Hold |
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|
2024
Q1 | $57.1K | Hold |
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|
2023
Q4 | $52.6K | Hold |
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|
2023
Q3 | $47.1K | Hold |
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|
2023
Q2 | $49K | Hold |
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|
2023
Q1 | $45.9K | Sell |
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|
2022
Q4 | $48K | Hold |
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|
2022
Q3 | $44K | Hold |
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|
2022
Q2 | $47K | Buy |
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