Focus Partners Wealth
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Focus Partners Wealth’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Focus Partners 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 		$2.74M Buy
2025
Q1 		$2.43M Sell
2024
Q4 		$2.75M Sell
2024
Q3 		$3.03M Sell
2024
Q2 		$4.15M Buy
2024
Q1 		$2.31M Sell
2023
Q4 		$2.33M Buy