Morling Financial Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-345
Closed -$37.7K 107
2024
Q1
$37.7K Buy
+345
New +$37.7K 0.02% 86