Avior Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Avior Wealth Management’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 Q1	–	Sell
2024 Q4	$6.44K	Hold
2024 Q3	$6.38K	Hold
2024 Q2	$5.96K	Sell
2024 Q1	$67.4K	Buy
2019 Q4	–	Sell
2019 Q3	$1K	Buy