Divergent Planning’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 Q2	–	Sell	-127,312	Closed	-$12.4M	–	21
2022 Q1	$12.4M	Buy	127,312 +6,843	+6%	+$665K	7.91%	6
2021 Q4	$12.8M	Buy	120,469 +6,685	+6%	+$710K	9.36%	4
2021 Q3	$11M	Buy	113,784 +3,033	+3%	+$294K	8.93%	5
2021 Q2	$10.6M	Buy	+110,751	New	+$10.6M	8.63%	5