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

Wealth Architects’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$347K Sell
2,734
-394
-13% -$49.9K 0.04% 159
2025
Q1 		$359K Buy
+3,128
New +$359K 0.04% 162