Raymond James Financial
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Raymond James Financial’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Raymond James Financial’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
Q2 		$23.8M Sell
187,899
-14,329
-7% -$1.82M 0.01% 1233
2025
Q1 		$23.2M Sell
202,228
-165,791
-45% -$19M 0.01% 1192
2024
Q4 		$44.7M Buy
+368,019
New +$44.7M 0.02% 775