9258 Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-9,059	Closed	-$746K	–	332
2022 Q4	$746K	Buy	+9,059	New	+$746K	0.16%	122
2022 Q1	–	Sell	-3,643	Closed	-$387K	–	382
2021 Q4	$387K	Buy	+3,643	New	+$387K	0.09%	242