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Westend Capital Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Westend Capital Management’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 		$63.8K Hold
503
– – 0.02% 75
2025
Q1 		$57.8K Hold
503
– – 0.02% 74
2024
Q4 		$61.2K Hold
503
– – 0.02% 76
2024
Q3 		$60.5K Hold
503
– – 0.02% 72
2024
Q2 		$56.4K Hold
503
– – 0.02% 62
2024
Q1 		$54.9K Buy
+503
New +$54.9K 0.02% 70