Zhang Financial’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Zhang Financial’s Portfolio SUSA Stock Details SUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$215K	Sell
2025 Q1	$810K	Buy
2024 Q4	$857K	Buy
2024 Q3	$848K	Buy
2022 Q2	–	Sell
2022 Q1	$219K	Buy