Atria Wealth Solutions’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,399	Closed	-$276K	–	1879
2025 Q1	$276K	Sell	2,399 -1,811	-43%	-$220K	﹤0.01%	1522
2024 Q4	$512K	Buy	4,210 +1,120	+36%	+$137K	0.01%	1270
2024 Q3	$372K	Sell	3,090 -54	-2%	-$6.23K	﹤0.01%	1390
2024 Q2	$353K	Buy	3,144 +117	+4%	+$12.7K	﹤0.01%	1411
2024 Q1	$330K	Buy	3,027 +65	+2%	+$6.77K	﹤0.01%	1499
2023 Q4	$298K	Buy	2,962 +596	+25%	+$55.6K	﹤0.01%	1510
2023 Q3	$214K	Sell	2,366 -8,232	-78%	-$775K	﹤0.01%	1658
2023 Q2	$992K	Buy	10,598 +8,003	+308%	+$711K	0.01%	833
2023 Q1	$228K	Sell	2,595 -331	-11%	-$28.4K	﹤0.01%	1591
2022 Q4	$241K	Sell	2,926 -3,859	-57%	-$318K	﹤0.01%	1493
2022 Q3	$515K	Sell	6,785 -3,650	-35%	-$310K	0.01%	1005
2022 Q2	$842K	Sell	10,435 -12,910	-55%	-$1.13M	0.02%	766
2022 Q1	$2.26M	Buy	+23,345	New	+$2.26M	0.04%	449