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Sherman Asset Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Sherman Asset Management’s Portfolio SUSA Stock Details SUSA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,404
Closed -$391K – 154
2025
Q1 		$391K Hold
3,404
– – 0.37% 40
2024
Q4 		$414K Buy
+3,404
New +$414K 0.38% 39