Creekside Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Creekside Partners’s Portfolio SUSA Stock Details SUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$254K	Buy
2025 Q2	$237K	Sell
2025 Q1	$288K	Buy
2024 Q4	$305K	Buy
2024 Q3	$301K	Buy
2024 Q2	$280K	Buy