First Command Advisory Services’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$645K Sell
2025
Q1
$586K Sell
2024
Q4
$630K Sell
2024
Q3
$637K Sell
2024
Q2
$599K Buy
2024
Q1
$528K Sell
2023
Q4
$528K Sell
2023
Q3
$473K Buy