St. Denis J. Villere & Co’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

St. Denis J. Villere & Co’s Portfolio SUSA Stock Details SUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$380K	Hold
2025 Q1	$345K	Sell
2024 Q4	$658K	Hold
2024 Q3	$651K	Hold
2024 Q2	$608K	Sell
2024 Q1	$722K	Sell
2023 Q4	$865K	Buy