Orion Portfolio Solutions’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
2025
Q1
$591K Buy
5,145
+1,305
+34% +$150K 0.01% 1339
2024
Q4
$467K Buy
+3,840
New +$467K ﹤0.01% 1371