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Diversified Enterprises’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Diversified Enterprises’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$520K Sell
4,099
-564
-12% -$71.5K 0.04% 156
2025
Q1 		$536K Sell
4,663
-5,882
-56% -$676K 0.05% 157
2024
Q4 		$1.28M Sell
10,545
-961
-8% -$117K 0.12% 63
2024
Q3 		$1.38M Buy
+11,506
New +$1.38M 0.15% 60