SPINNAKER TRUST SUSA Holdings History
SPINNAKER TRUST's iShares ESG Optimized MSCI USA ETF Holding Summary
As of 2025-03-31, SPINNAKER TRUST held 605,262.00 shares of iShares ESG Optimized MSCI USA ETF(SUSA), totaling $69.53 Mil. This investment constitutes 4.54% of their stock portfolio, and SPINNAKER TRUST now holds 2.11% of the outstanding iShares ESG Optimized MSCI USA ETF(SUSA) stock.
The initial trade took place in 2020Q2. And since then SPINNAKER TRUST has made 10 purchases of SUSA, at an average price of $65.52, for a total of 1.11 Mil shares. In addition, there have been 10 sales at an average price of $96.74 for 502,341.00 shares. Based on historical transaction data and SUSA's current price of $128.10, SPINNAKER TRUST's estimated gain on his SUSA holdings is $53.56 Mil, reflecting a 73.81% gain to date.
SPINNAKER TRUST SUSA ($128.10) Holding Chart
SPINNAKER TRUST SUSA ($128.10) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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