Cedar Brook Financial Partners’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
2020 Q4	–	Sell	-5,208	Closed	-$383K	–	339
2020 Q3	$383K	Buy	5,208 +2	+0%	+$147	0.15%	173
2020 Q2	$348K	Buy	+5,206	New	+$348K	0.16%	169