Kraft Davis & Associates’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$661K Sell
2025
Q1
$594K Hold
2024
Q4
$677K Buy
2024
Q3
$626K Sell
2024
Q2
$629K Buy
2024
Q1
$598K Hold
2023
Q4
$563K Buy
2023
Q3
$463K Hold
2023
Q2
$496K Buy
2022
Q4
$442K Buy