Crux 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	$783K	Sell	6,181 -24,466	-80%	-$3.1M	0.33%	79
2025 Q1	$3.52M	Sell	30,647 -639	-2%	-$73.4K	1.83%	10
2024 Q4	$3.8M	Buy	+31,286	New	+$3.8M	2.12%	7