Progressive Investment 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 | $507K | Hold |
4,000
| – | – | 0.13% | 41 |
|
|
2025
Q1 | $459K | Hold |
4,000
| – | – | 0.13% | 41 |
|
|
2024
Q4 | $486K | Hold |
4,000
| – | – | 0.12% | 41 |
|
|
2024
Q3 | $481K | Hold |
4,000
| – | – | 0.12% | 42 |
|
|
2024
Q2 | $449K | Hold |
4,000
| – | – | 0.12% | 41 |
|
|
2024
Q1 | $437K | Hold |
4,000
| – | – | 0.12% | 42 |
|
|
2023
Q4 | $402K | Hold |
4,000
| – | – | 0.11% | 40 |
|
|
2023
Q3 | $360K | Hold |
4,000
| – | – | 0.12% | 39 |
|
|
2023
Q2 | $375K | Hold |
4,000
| – | – | 0.12% | 40 |
|
|
2023
Q1 | $351K | Hold |
4,000
| – | – | 0.11% | 41 |
|
|
2022
Q4 | $329K | Hold |
4,000
| – | – | 0.13% | 42 |
|
|
2022
Q3 | $304K | Hold |
4,000
| – | – | 0.12% | 40 |
|
|
2022
Q2 | $323K | Hold |
4,000
| – | – | 0.13% | 40 |
|
|
2022
Q1 | $387K | Hold |
4,000
| – | – | 0.12% | 38 |
|
|
2021
Q4 | $425K | Hold |
4,000
| – | – | 0.12% | 38 |
|
|
2021
Q3 | $384K | Buy |
+4,000
| New | +$384K | 0.11% | 40 |
|