Connecticut Wealth 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
2025 Q2	$391K	Buy	3,082 +223	+8%	+$28.3K	0.02%	233
2025 Q1	$328K	Buy	+2,859	New	+$328K	0.02%	251