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

BerganKDV Wealth Management’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,740
Closed -$226K – 988
2020
Q4 		$226K Buy
+2,740
New +$226K 0.03% 211