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Covenant Multifamily Offices’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Covenant Multifamily Offices’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		$1.18M Buy
12,185
+7,397
+154% +$716K 0.21% 80
2021
Q2 		$457K Buy
+4,788
New +$457K 0.08% 142