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

WealthSource Partners’s Portfolio SUSA Stock Details SUSA Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$391K	Sell
2023 Q3	$351K	Sell
2023 Q2	$402K	Buy
2023 Q1	$376K	Buy
2022 Q4	$353K	Sell
2022 Q3	$327K	Buy