Aufman Associates’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	$331K	Buy	2,615 +4	+0.2%	+$507	0.2%	39
2025 Q1	$300K	Buy	2,611 +6	+0.2%	+$689	0.21%	40
2024 Q4	$317K	Buy	+2,605	New	+$317K	0.21%	38