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Frederick Financial Consultants’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Frederick Financial Consultants’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 		$263K Hold
2,074
– – 0.16% 79
2025
Q1 		$238K Hold
2,074
– – 0.17% 82
2024
Q4 		$252K Buy
+2,074
New +$252K 0.2% 69