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Surevest’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Surevest’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$1K Hold
11
– – ﹤0.01% 491
2022
Q2 		$1K Buy
+11
New +$1K ﹤0.01% 535