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

Private Wealth Management Group’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	$274K	Sell
2025 Q2	$268K	Buy
2025 Q1	$240K	Sell
2024 Q4	$259K	Sell
2024 Q3	$260K	Sell
2024 Q2	$248K	Hold
2024 Q1	$241K	Sell
2023 Q4	$227K	Buy