Zevin 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 | $499K | Hold |
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|
2025
Q1 | $452K | Hold |
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|
2024
Q4 | $479K | Buy |
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|
2024
Q3 | $443K | Hold |
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|
2024
Q2 | $414K | Hold |
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|
2024
Q1 | $402K | Hold |
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|
2023
Q4 | $370K | Hold |
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|
2023
Q3 | $331K | Sell |
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|
2023
Q2 | $519K | Sell |
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|
2023
Q1 | $519K | Hold |
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|
2022
Q4 | $487K | Hold |
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|
2022
Q3 | $449K | Sell |
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|
2022
Q2 | $613K | Hold |
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|
2022
Q1 | $736K | Hold |
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|
2021
Q4 | $808K | Hold |
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|
2021
Q3 | $729K | Hold |
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|
2021
Q2 | $726K | Hold |
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|
2021
Q1 | $667K | Hold |
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|
2020
Q4 | $626K | Sell |
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|
2020
Q3 | $647K | Buy |
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