Copperleaf Capital’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$203K	Hold	8,743	–	–	0.1%	111
2025 Q1	$202K	Sell	8,743 -545	-6%	-$12.6K	0.12%	105
2024 Q4	$211K	Buy	9,288 +379	+4%	+$8.61K	0.13%	89
2024 Q3	$212K	Hold	8,909	–	–	0.16%	88
2024 Q2	$202K	Buy	+8,909	New	+$202K	0.16%	87