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Opulen Financial Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$514K Sell
4,056
-1
-0% -$127 0.42% 54
2025
Q1
$466K Buy
4,057
+7
+0.2% +$804 0.42% 54
2024
Q4
$492K Buy
+4,050
New +$492K 0.45% 51