GoalVest Advisory’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

GoalVest Advisory’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 Q3	$1.92M	Buy
2025 Q2	$1.46M	Buy
2025 Q1	$1M	Hold
2024 Q4	$1.06M	Sell
2024 Q3	$1.16M	Hold
2024 Q2	$1.09M	Sell
2024 Q1	$1.18M	Sell
2023 Q4	$1.12M	Buy
2023 Q3	$997K	Buy
2023 Q2	$501K	Buy