TruNorth 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
2025
Q3
$669K Hold
2025
Q2
$625K Hold
2025
Q1
$567K Hold
2024
Q4
$600K Hold
2024
Q3
$594K Hold
2024
Q2
$554K Hold
2024
Q1
$539K Buy