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Valeo Financial Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Valeo Financial Advisors’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,211
Closed -$347K – 644
2022
Q4 		$347K Buy
+4,211
New +$347K 0.02% 348