Retirement Capital Strategies’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Retirement Capital Strategies’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 Q2	–	Sell
2025 Q1	$500K	Sell
2024 Q4	$2.21M	Sell
2024 Q3	$2.2M	Buy
2020 Q4	–	Sell
2020 Q3	$428K	Buy