Stanich Group’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
$214K Sell
1,681
-325
-16% -$41.4K 0.19% 37
2025
Q1
$230K Sell
2,006
-902
-31% -$104K 0.17% 47
2024
Q4
$354K Buy
+2,908
New +$354K 0.26% 39