Wilbanks Smith & Thomas Asset Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio SUSA Stock Details SUSA Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$361K	Buy
2019 Q4	–	Sell
2019 Q3	$297K	Hold
2019 Q2	$293K	Hold
2019 Q1	$284K	Buy
2018 Q4	–	Sell
2018 Q3	$252K	Sell
2018 Q2	$241K	Buy
2018 Q1	$236K	Buy