Rollins Financial Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Rollins Financial Advisors’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	$756K	Sell
2025 Q1	$697K	Sell
2024 Q4	$845K	Sell
2024 Q3	$857K	Hold
2024 Q2	$800K	Sell
2024 Q1	$856K	Sell
2023 Q4	$967K	Buy