Creekside 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
2025 Q2	$237K	Sell	1,869 -638	-25%	-$80.9K	0.11%	154
2025 Q1	$288K	Buy	2,507 +2	+0.1%	+$230	0.15%	136
2024 Q4	$305K	Buy	2,505 +7	+0.3%	+$851	0.16%	130
2024 Q3	$301K	Buy	2,498 +9	+0.4%	+$1.08K	0.16%	132
2024 Q2	$280K	Buy	+2,489	New	+$280K	0.15%	134