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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$586K Buy
2023
Q1
Sell
2022
Q4
$3.4M Buy
2022
Q1
Sell
2021
Q4
$331K Buy
2021
Q3
$235K Buy