Perigon Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Perigon Wealth Management’s Portfolio SUSA Stock Details SUSA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$219K	Buy
2022 Q4	–	Sell
2022 Q3	$228K	Hold
2022 Q2	$242K	Sell
2022 Q1	$298K	Hold
2021 Q4	$327K	Sell
2021 Q3	$367K	Buy
2018 Q2	–	Sell
2018 Q1	$33K	Buy