Flagship Private Wealth’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Flagship Private Wealth’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	$298K	Sell
2025 Q1	$272K	Sell
2024 Q4	$320K	Buy
2024 Q3	$316K	Buy
2024 Q2	$294K	Buy
2024 Q1	$279K	Buy
2023 Q4	$253K	Buy
2021 Q3	–	Sell
2021 Q2	$130K	Buy
2021 Q1	$120K	Buy
2020 Q4	$111K	Buy