Advisor OS’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Advisor OS’s Portfolio SUSA Stock Details SUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$217K	Sell
2025 Q1	$260K	Sell
2024 Q4	$339K	Sell
2024 Q3	$370K	Buy
2024 Q2	$340K	Sell
2024 Q1	$356K	Sell
2023 Q4	$344K	Sell
2023 Q3	$386K	Buy
2023 Q2	$382K	Buy