Consilio Wealth Advisors’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	$274K	Buy	+2,178	New	+$274K	0.1%	58
2025 Q1	–	Sell	-1,698	Closed	-$206K	–	81
2024 Q4	$206K	Buy	1,698 +2	+0.1%	+$243	0.08%	68
2024 Q3	$204K	Buy	+1,696	New	+$204K	0.08%	73