Aspiriant LLC’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	$871K	Hold	6,868	–	–	0.03%	156
2025 Q1	$789K	Hold	6,868	–	–	0.03%	157
2024 Q4	$835K	Buy	+6,868	New	+$835K	0.03%	156
2024 Q3	–	Sell	-3,412	Closed	-$383K	–	307
2024 Q2	$383K	Buy	+3,412	New	+$383K	0.02%	203