Allodium Investment Consultants’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	$499K	Buy	3,938 +647	+20%	+$82K	0.32%	34
2025 Q1	$378K	Buy	3,291 +846	+35%	+$97.2K	0.28%	36
2024 Q4	$297K	Buy	+2,445	New	+$297K	0.25%	39