Panoramic Investment Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Panoramic Investment Advisors’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	$206K	Sell
2025 Q2	$263K	Sell
2025 Q1	$268K	Sell
2024 Q4	$286K	Sell
2024 Q3	$283K	Buy
2024 Q1	$326K	Buy
2023 Q4	$297K	Hold
2023 Q3	$266K	Buy
2022 Q4	$353K	Buy