LGL Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

LGL Partners’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	$322K	Buy
2025 Q1	$286K	Buy
2024 Q4	$302K	Buy
2024 Q3	$298K	Buy
2024 Q2	$277K	Buy
2024 Q1	$268K	Buy
2023 Q4	$246K	Buy
2023 Q3	$219K	Hold
2023 Q2	$228K	Buy
2023 Q1	$213K	Buy