Boothe Investment Group’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	$229K	Buy	+1,807	New	+$229K	0.09%	39
2025 Q1	–	Sell	-2,564	Closed	-$312K	–	38
2024 Q4	$312K	Buy	2,564 +233	+10%	+$28.4K	0.14%	38
2024 Q3	$281K	Buy	2,331 +191	+9%	+$23K	0.13%	39
2024 Q2	$240K	Buy	+2,140	New	+$240K	0.11%	41