Credit Suisse’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,237	Closed	-$184K	–	3679
2022 Q4	$184K	Hold	2,237	–	–	﹤0.01%	3207
2022 Q3	$170K	Buy	2,237 +239	+12%	+$20.3K	﹤0.01%	3301
2022 Q2	$161K	Buy	+1,998	New	+$175K	﹤0.01%	3408
2022 Q1	–	Sell	-2,333	Closed	-$248K	–	4274
2021 Q4	$248K	Hold	2,333	–	–	﹤0.01%	4198
2021 Q3	$224K	Hold	2,333	–	–	﹤0.01%	4196
2021 Q2	$223K	Buy	+2,333	New	+$216K	﹤0.01%	4246
2019 Q2	–	Sell	-7,934	Closed	-$469K	–	4234
2019 Q1	$469K	Sell	7,934 -394	-5%	-$22.2K	﹤0.01%	3368
2018 Q4	$429K	Hold	8,328	–	–	﹤0.01%	3337
2018 Q3	$497K	Hold	8,328	–	–	﹤0.01%	3299
2018 Q2	$470K	Hold	8,328	–	–	﹤0.01%	3453
2018 Q1	$462K	Hold	8,328	–	–	﹤0.01%	3397
2017 Q4	$462K	Buy	+8,328	New	+$451K	﹤0.01%	3474