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Wood Tarver Financial Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Wood Tarver Financial Group’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$252K Buy
1,995
+3
+0.2% +$379 0.08% 125
2025
Q1 		$229K Buy
1,992
+3
+0.2% +$345 0.07% 122
2024
Q4 		$241K Buy
+1,989
New +$241K 0.08% 121