Allworth Financial’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Allworth Financial’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	$2.65M	Hold
2025 Q1	$2.35M	Sell
2024 Q4	$2.63M	Buy
2024 Q3	$2.51M	Sell
2024 Q2	$2.37M	Buy
2024 Q1	$2.28M	Sell
2023 Q4	$2.12M	Buy
2023 Q3	$19.2K	Hold
2023 Q2	$20K	Buy
2023 Q1	$18.4K	Buy