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

Refined Wealth Management’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 		$232K Hold
1,833
– – 0.16% 25
2025
Q1 		$211K Hold
1,833
– – 0.17% 24
2024
Q4 		$223K Hold
1,833
– – 0.17% 23
2024
Q3 		$221K Hold
1,833
– – 0.17% 23
2024
Q2 		$206K Hold
1,833
– – 0.16% 23
2024
Q1 		$200K Buy
+1,833
New +$200K 0.14% 26