Trillium Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Sell |
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|
2025
Q1 | $431K | Sell |
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|
2024
Q4 | $471K | Sell |
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|
2024
Q3 | $551K | Hold |
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|
2024
Q2 | $515K | Hold |
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|
2024
Q1 | $500K | Buy |
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|
2023
Q4 | $417K | Sell |
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|
2023
Q3 | $472K | Hold |
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|
2023
Q2 | $492K | Hold |
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|
2023
Q1 | $464K | Sell |
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|
2022
Q4 | $475K | Sell |
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|
2022
Q3 | $497K | Hold |
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|
2022
Q2 | $528K | Hold |
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|
2022
Q1 | $634K | Sell |
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|
2021
Q4 | $803K | Sell |
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|
2021
Q3 | $811K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $291K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $208K | Sell |
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|
2015
Q4 | $7.51M | Buy |
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|
2015
Q3 | $221K | Hold |
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|
2015
Q2 | $239K | Sell |
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|
2015
Q1 | $243K | Sell |
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|
2014
Q4 | $368K | Buy |
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|
2014
Q3 | $233K | Hold |
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|
2014
Q2 | $233K | Hold |
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|
2014
Q1 | $221K | Sell |
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|
2013
Q4 | $448K | Hold |
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|
2013
Q3 | $413K | Hold |
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|
2013
Q2 | $395K | Buy |
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