West Coast Financial’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

West Coast Financial’s Portfolio SUSA Stock Details SUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$481K	Hold
2024 Q2	$449K	Hold
2024 Q1	$437K	Sell
2023 Q4	$407K	Sell
2023 Q3	$460K	Sell
2023 Q2	$484K	Sell
2023 Q1	$455K	Buy