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Golden State Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Golden State Wealth Management’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 		$19.5K Hold
154
– – ﹤0.01% 890
2025
Q1 		$17.7K Hold
154
– – ﹤0.01% 833
2024
Q4 		$18.7K Buy
+154
New +$18.7K ﹤0.01% 783