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LRI Investments’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

LRI Investments’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 		$688K Hold
5,430
– – 0.06% 145
2025
Q1 		$624K Buy
+5,430
New +$624K 0.06% 144