CGN Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

CGN Advisors’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	$2.88M	Sell
2025 Q2	$2.69M	Hold
2025 Q1	$2.44M	Hold
2024 Q4	$2.58M	Sell
2024 Q3	$2.66M	Hold
2024 Q2	$2.48M	Sell
2024 Q1	$2.56M	Buy
2023 Q4	$2.3M	Buy
2023 Q3	$1.43M	Buy