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

IMA Advisory Services’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 		$60.5M Buy
477,637
+7,918
+2% +$1M 6.49% 3
2025
Q1 		$54M Buy
+469,719
New +$54M 6.4% 2