Baldrige Asset Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Baldrige Asset 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
2023 Q1	$207K	Buy
2022 Q4	$192K	Buy
2022 Q3	$168K	Hold
2022 Q2	$179K	Sell
2022 Q1	$297K	Buy
2021 Q4	$322K	Hold
2021 Q3	$291K	Buy
2021 Q2	$259K	Buy
2021 Q1	$231K	Buy