Moisand Fitzgerald Tamayo’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Moisand Fitzgerald Tamayo’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 Q3	$3.39K	Hold
2025 Q2	$3.17K	Hold
2025 Q1	$2.87K	Hold
2024 Q4	$3.04K	Hold
2024 Q3	$3.01K	Hold
2024 Q2	$2.81K	Hold
2024 Q1	$2.73K	Hold
2023 Q4	$2.51K	Hold
2023 Q3	$2.25K	Buy