SHCM
SUSA icon

Stokes & Hubbell Capital Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Stokes & Hubbell Capital Management’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q1 		$549K Hold
9,280
– – 0.12% 90
2018
Q4 		$479K Hold
9,280
– – 0.11% 86
2018
Q3 		$554K Buy
9,280
+80
+0.9% +$4.78K 0.11% 80
2018
Q2 		$519K Buy
9,200
+2,000
+28% +$113K 0.12% 84
2018
Q1 		$399K Buy
+7,200
New +$399K 0.09% 93