Western Pacific Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Western Pacific Wealth Management’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 Q1	–	Sell
2023 Q4	$231K	Hold
2023 Q3	$207K	Sell
2023 Q2	$238K	Hold
2023 Q1	$223K	Hold
2022 Q4	$209K	Hold
2022 Q3	$192K	Hold
2022 Q2	$204K	Hold
2022 Q1	$245K	Buy
2021 Q4	$25K	Buy