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BridgePort Financial Solutions’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

BridgePort Financial Solutions’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 		$373K Hold
2,941
– – 0.12% 131
2025
Q1 		$338K Hold
2,941
– – 0.15% 115
2024
Q4 		$354K Buy
+2,941
New +$354K 0.16% 115