Trust Company of Vermont’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 | $564K | Sell |
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|
2025
Q2 | $529K | Buy |
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|
2025
Q1 | $476K | Sell |
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|
2024
Q4 | $674K | Buy |
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|
2024
Q3 | $666K | Hold |
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|
2024
Q2 | $622K | Sell |
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|
2024
Q1 | $622K | Buy |
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|
2023
Q4 | $557K | Hold |
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|
2023
Q3 | $498K | Hold |
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|
2023
Q2 | $518K | Buy |
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|
2023
Q1 | $484K | Buy |
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|
2022
Q4 | $442K | Buy |
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|
2022
Q3 | $347K | Sell |
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|
2022
Q2 | $402K | Buy |
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|
2022
Q1 | $470K | Buy |
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|
2021
Q4 | $515K | Buy |
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|
2021
Q3 | $461K | Buy |
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|
2021
Q2 | $442K | Sell |
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|
2021
Q1 | $422K | Sell |
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|
2020
Q4 | $408K | Buy |
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|
2020
Q3 | $331K | Sell |
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|
2020
Q2 | $304K | Sell |
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|
2020
Q1 | $262K | Buy |
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|
2019
Q4 | $318K | Sell |
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|
2019
Q3 | $297K | Hold |
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|
2019
Q2 | $292K | Buy |
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|
2019
Q1 | $281K | Hold |
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|
2018
Q4 | $245K | Sell |
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|
2018
Q3 | $284K | Hold |
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|
2018
Q2 | $269K | Sell |
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|
2018
Q1 | $276K | Sell |
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|
2017
Q4 | $278K | Sell |
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|
2017
Q3 | $262K | Sell |
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|
2017
Q2 | $261K | Sell |
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|
2017
Q1 | $265K | Buy |
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|
2016
Q4 | $242K | Buy |
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|
2016
Q3 | $172K | Hold |
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|
2016
Q2 | $164K | Sell |
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|
2016
Q1 | $175K | Sell |
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|
2015
Q4 | $289K | Sell |
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|
2015
Q3 | $273K | Buy |
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|
2015
Q2 | $294K | Buy |
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|
2015
Q1 | $280K | Buy |
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|
2014
Q4 | $281K | Buy |
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|
2014
Q3 | $230K | Buy |
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|
2014
Q2 | $204K | Buy |
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|
2014
Q1 | $185K | Buy |
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|
2013
Q4 | $169K | Buy |
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|
2013
Q3 | $143K | Buy |
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|
2013
Q2 | $125K | Buy |
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