Birchbrook’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Birchbrook’s Portfolio SUSA Stock Details SUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$506K	Sell
2025 Q1	$642K	Sell
2024 Q4	$1.7M	Sell
2024 Q3	$1.81M	Buy
2024 Q2	$1.68M	Sell
2024 Q1	$1.7M	Buy
2023 Q4	$1.53M	Buy