Elevation Capital Advisory’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
2024 Q4	–	Sell	-70,841	Closed	-$8.53M	–	74
2024 Q3	$8.53M	Buy	+70,841	New	+$8.53M	3.76%	11