Sanford Advisory Services’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Sanford Advisory Services’s Portfolio SUSA Stock Details SUSA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$570K	Buy
2022 Q3	$487K	Buy
2022 Q2	$505K	Sell
2022 Q1	$717K	Sell
2021 Q4	$813K	Hold
2021 Q3	$734K	Buy
2021 Q2	$727K	Buy
2021 Q1	$650K	Sell
2020 Q4	$622K	Buy