Catherine Avery Investment Management LLC’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Catherine Avery Investment Management LLC’s Portfolio SUSA Stock Details SUSA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$347K	Hold
2025 Q3	$338K	Hold
2025 Q2	$316K	Hold
2025 Q1	$286K	Sell
2024 Q4	$304K	Buy