BOK Financial Private Wealth’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 Q2	–	Sell	-1,102	Closed	-$96.7K	–	448
2023 Q1	$96.7K	Hold	1,102	–	–	0.01%	201
2022 Q4	$90.7K	Hold	1,102	–	–	0.01%	202
2022 Q3	$84K	Hold	1,102	–	–	0.01%	213
2022 Q2	$89K	Buy	+1,102	New	+$89K	0.01%	211