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Welch & Forbes’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Welch & Forbes’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
Q2 		– Sell
-2,366
Closed -$229K – 396
2022
Q1 		$229K Hold
2,366
– – ﹤0.01% 358
2021
Q4 		$251K Buy
+2,366
New +$251K ﹤0.01% 356