Altus Wealth Group’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
2021
Q2
Sell
-410
Closed -$38K 159
2021
Q1
$38K Hold
410
0.04% 129
2020
Q4
$34K Buy
+410
New +$34K 0.03% 272