Riverview 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
2022
Q2
Sell
2022
Q1
$252K Hold
2021
Q4
$277 Hold
2021
Q3
$250K Hold
2021
Q2
$249K Hold
2021
Q1
$229K Hold
2020
Q4
$215K Hold
2020
Q3
$192K Hold
2020
Q2
$174K Hold
2020
Q1
$143K Sell
2019
Q4
$180K Hold
2019
Q3
$166K Hold
2019
Q2
$164K Sell
2019
Q1
$161K Hold
2018
Q4
$141K Buy