Hobbs Group Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-116
Closed -$14K 555
2024
Q3
$14K Hold
116
0.01% 392
2024
Q2
$13K Buy
+116
New +$13K 0.01% 359