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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$249K	Hold
2025 Q2	$232K	Hold
2025 Q1	$211K	Hold
2024 Q4	$223K	Hold
2024 Q3	$221K	Hold
2024 Q2	$206K	Hold
2024 Q1	$200K	Buy