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Axis Wealth Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Axis Wealth Partners’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$275K Buy
2,172
+19
+0.9% +$2.41K 0.18% 122
2025
Q1 		$247K Buy
2,153
+2
+0.1% +$230 0.18% 129
2024
Q4 		$262K Buy
+2,151
New +$262K 0.22% 115