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WFA of San Diego’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

WFA of San Diego’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
Q1 		– Sell
-951
Closed -$101K – 155
2021
Q4 		$101K Buy
+951
New +$101K 0.06% 167