Curi Wealth Management’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
2022 Q3	–	Sell	-436	Closed	-$35K	–	626
2022 Q2	$35K	Hold	436	–	–	0.01%	255
2022 Q1	$42K	Hold	436	–	–	0.01%	229
2021 Q4	$46K	Buy	+436	New	+$46K	0.01%	190