Acropolis Investment 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
2025 Q2	$322K	Hold	2,540	–	–	0.02%	189
2025 Q1	$292K	Hold	2,540	–	–	0.02%	191
2024 Q4	$309K	Sell	2,540 -205	-7%	-$24.9K	0.02%	188
2024 Q3	$330K	Hold	2,745	–	–	0.02%	180
2024 Q2	$308K	Hold	2,745	–	–	0.02%	182
2024 Q1	$300K	Sell	2,745 -225	-8%	-$24.6K	0.02%	183
2023 Q4	$299K	Hold	2,970	–	–	0.02%	180
2023 Q3	$267K	Hold	2,970	–	–	0.02%	188
2023 Q2	$278K	Hold	2,970	–	–	0.02%	177
2023 Q1	$261K	Hold	2,970	–	–	0.02%	179
2022 Q4	$244K	Hold	2,970	–	–	0.02%	179
2022 Q3	$225K	Hold	2,970	–	–	0.02%	177
2022 Q2	$240K	Sell	2,970 -220	-7%	-$17.8K	0.02%	173
2022 Q1	$309K	Hold	3,190	–	–	0.03%	155
2021 Q4	$339K	Sell	3,190 -200	-6%	-$21.3K	0.03%	149
2021 Q3	$324K	Sell	3,390 -180	-5%	-$17.2K	0.04%	146
2021 Q2	$341K	Hold	3,570	–	–	0.03%	146
2021 Q1	$314K	Hold	3,570	–	–	0.03%	149
2020 Q4	$294K	Hold	3,570	–	–	0.03%	146
2020 Q3	$263K	Hold	3,570	–	–	0.03%	140
2020 Q2	$239K	Hold	3,570	–	–	0.03%	139
2020 Q1	$196K	Hold	3,570	–	–	0.03%	136
2019 Q4	$239K	Hold	3,570	–	–	0.03%	128
2019 Q3	$221K	Hold	3,570	–	–	0.03%	126
2019 Q2	$218K	Hold	3,570	–	–	0.03%	116
2019 Q1	$211K	Hold	3,570	–	–	0.03%	116
2018 Q4	$184K	Hold	3,570	–	–	0.03%	120
2018 Q3	$213K	Hold	3,570	–	–	0.03%	115
2018 Q2	$201K	Hold	3,570	–	–	0.03%	116
2018 Q1	$198K	Hold	3,570	–	–	0.03%	117
2017 Q4	$198K	Buy	+3,570	New	+$198K	0.03%	121