Ethos Financial Group’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
2023 Q4	–	Sell	-3,643	Closed	-$329K	–	297
2023 Q3	$329K	Buy	3,643 +460	+14%	+$41.6K	0.09%	126
2023 Q2	$279K	Hold	3,183	–	–	0.09%	107
2023 Q1	$279K	Buy	+3,183	New	+$279K	0.09%	127