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WMS Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

WMS Partners’s Portfolio SUSA Stock Details SUSA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,658
Closed -$810K – 237
2024
Q4 		$810K Hold
6,658
– – 0.05% 137
2024
Q3 		$801K Buy
+6,658
New +$801K 0.04% 132