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

Consilio Wealth 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 Q2	$274K	Buy
2025 Q1	–	Sell
2024 Q4	$206K	Buy
2024 Q3	$204K	Buy