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

Bar Harbor 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 Q3	$318K	Sell
2025 Q2	$304K	Sell
2025 Q1	$310K	Sell
2024 Q4	$338K	Buy
2024 Q3	$323K	Hold
2024 Q2	$301K	Buy
2024 Q1	$206K	Sell
2023 Q4	$208K	Buy