Brandywine Oak 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
2019 Q4	–	Sell	-8,562	Closed	-$529K	–	243
2019 Q3	$529K	Buy	8,562 +1,094	+15%	+$67.6K	0.1%	100
2019 Q2	$455K	Buy	+7,468	New	+$455K	0.09%	115