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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$287K	Sell
2025 Q2	$275K	Buy
2025 Q1	$247K	Buy
2024 Q4	$262K	Buy