Jones Financial Companies
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Jones Financial Companies’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Jones Financial Companies’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
Q2 		$3.52M Buy
2025
Q1 		$2.92M Buy
2024
Q4 		$1.86M Buy
2024
Q3 		$1.15M Buy
2024
Q2 		$354K Buy
2024
Q1 		$213K Sell
2023
Q4 		$247K Buy
2023
Q3 		$16.6K Hold
2023
Q2 		$17.2K Buy