Stokes & Hubbell Capital Management’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
2019
Q1
$549K Hold
2018
Q4
$479K Hold
2018
Q3
$554K Buy
2018
Q2
$519K Buy
2018
Q1
$399K Buy