BTR Capital Management’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
2022 Q2	–	Sell	-2,825	Closed	-$274K	–	167
2022 Q1	$274K	Hold	2,825	–	–	0.03%	146
2021 Q4	$300K	Buy	+2,825	New	+$300K	0.03%	144