V Wealth Advisors’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
2020
Q3
Sell
-3,714
Closed -$249K 321
2020
Q2
$249K Buy
+3,714
New +$249K 0.06% 297