Annapolis Financial Services’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 Q3	–	Sell	-10	Closed	-$937	–	498
2023 Q2	$937	Hold	10	–	–	﹤0.01%	463
2023 Q1	$878	Buy	+10	New	+$878	﹤0.01%	426