AssetMark Inc
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AssetMark Inc’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

AssetMark Inc’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 		$69K Buy
2025
Q1 		$59.4K Buy
2024
Q1 		– Sell
2023
Q4 		$57K Buy
2019
Q4 		– Sell
2019
Q3 		$0 Buy