Capital Investment Counsel (Colorado)’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Capital Investment Counsel (Colorado)’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 Q2	$761K	Sell
2025 Q1	$766K	Sell
2024 Q4	$1.16M	Hold
2024 Q3	$1.15M	Hold
2024 Q2	$1.07M	Hold
2024 Q1	$1.04M	Hold
2023 Q4	$961K	Buy