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

Flagship Wealth Advisors’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 		$110K Sell
871
-319
-27% -$40.4K 0.04% 150
2025
Q1 		$137K Sell
1,190
-547
-31% -$62.8K 0.06% 130
2024
Q4 		$211K Buy
+1,737
New +$211K 0.12% 91