Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Envestnet Portfolio Solutions’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 		$358K Sell
2025
Q1 		$361K Sell
2024
Q4 		$420K Sell
2024
Q3 		$432K Hold
2024
Q2 		$403K Sell
2024
Q1 		$415K Buy
2023
Q4 		$373K Sell
2023
Q3 		$388K Buy