Aufman Associates’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Aufman Associates’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	$331K	Buy
2025 Q1	$300K	Buy
2024 Q4	$317K	Buy