Advyzon Investment Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,890
Closed -$230K 306
2024
Q4
$230K Buy
+1,890
New +$230K 0.09% 205