Sage Mountain Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-71
Closed -$8.16K 546
2025
Q1
$8.16K Buy
+71
New +$8.16K ﹤0.01% 484