Win Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Win Advisors’s Portfolio SUSA Stock Details SUSA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$474K	Buy
2024 Q2	–	Sell
2024 Q1	$419K	Buy
2023 Q1	–	Sell
2022 Q4	$66.3K	Hold
2022 Q3	$61K	Hold
2022 Q2	$66K	Sell
2022 Q1	$20.5M	Sell
2021 Q4	$25.9M	Buy