Continuum Advisory’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-21
Closed -$2.47K 1428
2025
Q1
$2.47K Hold
21
﹤0.01% 1282
2024
Q4
$2.61K Hold
21
﹤0.01% 1336
2024
Q3
$2.64K Hold
21
﹤0.01% 1336
2024
Q2
$2.39K Hold
21
﹤0.01% 1255
2024
Q1
$2.29K Buy
+21
New +$2.29K ﹤0.01% 1262