TCM
TruNorth Capital Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $625K | Hold |
4,935
| – | – | 0.14% | 49 |
|
|
2025
Q1 | $567K | Hold |
4,935
| – | – | 0.14% | 53 |
|
|
2024
Q4 | $600K | Hold |
4,935
| – | – | 0.16% | 40 |
|
|
2024
Q3 | $594K | Hold |
4,935
| – | – | 0.18% | 41 |
|
|
2024
Q2 | $554K | Hold |
4,935
| – | – | 0.18% | 41 |
|
|
2024
Q1 | $539K | Buy |
+4,935
| New | +$539K | 0.19% | 39 |
|