PFA
SUSA icon

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

Portland Financial Advisors’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,820
Closed -$221K – 65
2024
Q4 		$221K Buy
+1,820
New +$221K 0.6% 56