Trust Company’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 | $1.87M | Buy |
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|
2025
Q2 | $1.59M | Sell |
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|
2025
Q1 | $1.56M | Buy |
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|
2024
Q4 | $1.6M | Sell |
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|
2024
Q3 | $1.61M | Sell |
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|
2024
Q2 | $1.55M | Sell |
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|
2024
Q1 | $1.57M | Sell |
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|
2023
Q4 | $1.67M | Buy |
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|
2023
Q3 | $1.45M | Sell |
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|
2023
Q2 | $1.57M | Sell |
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|
2023
Q1 | $1.56M | Sell |
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|
2022
Q4 | $1.53M | Buy |
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|
2022
Q3 | $1.35M | Buy |
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|
2022
Q2 | $1.33M | Sell |
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|
2022
Q1 | $1.6M | Buy |
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|
2021
Q4 | $22K | Hold |
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|
2021
Q3 | $20K | Hold |
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|
2021
Q2 | $20K | Sell |
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|
2021
Q1 | $21K | Hold |
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|
2020
Q4 | $20K | Hold |
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|
2020
Q3 | $18K | Hold |
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|
2020
Q2 | $16K | Hold |
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|
2020
Q1 | $13K | Hold |
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|
2019
Q4 | $16K | Hold |
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|
2019
Q3 | $15K | Hold |
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|
2019
Q2 | $15K | Hold |
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|
2019
Q1 | $14K | Hold |
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|
2018
Q4 | $12K | Hold |
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|
2018
Q3 | $14K | Hold |
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|
2018
Q2 | $14K | Sell |
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|
2018
Q1 | $20K | Hold |
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|
2017
Q4 | $20K | Hold |
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|
2017
Q3 | $19K | Hold |
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|
2017
Q2 | $18K | Hold |
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|
2017
Q1 | $18K | Hold |
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|
2016
Q4 | $17K | Hold |
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|
2016
Q3 | $16K | Hold |
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|
2016
Q2 | $16K | Hold |
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|
2016
Q1 | $15K | Hold |
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|
2015
Q4 | $15K | Sell |
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|
2015
Q3 | $38K | Buy |
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