Strategic Wealth Investment Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Strategic Wealth Investment Group’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 Q1	–	Sell
2024 Q4	$229K	Sell
2024 Q3	$302K	Hold
2024 Q2	$285K	Buy
2023 Q4	$284K	Buy
2023 Q3	$236K	Hold
2023 Q2	$245K	Sell
2023 Q1	$314K	Buy
2022 Q4	$273K	Sell
2022 Q3	$264K	Buy