Diversify Advisory Services’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 Q1	–	Sell	-3,160	Closed	-$381K	–	687
2024 Q4	$381K	Sell	3,160 -113	-3%	-$13.6K	0.02%	427
2024 Q3	$395K	Buy	3,273 +10	+0.3%	+$1.21K	0.02%	422
2024 Q2	$373K	Buy	+3,263	New	+$373K	0.02%	443