First Affirmative Financial Network’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
-2,554
Closed -$206K 150
2022
Q2
$206K Sell
2,554
-134
-5% -$10.8K 0.23% 130
2022
Q1
$260K Sell
2,688
-15,318
-85% -$1.48M 0.25% 122
2021
Q4
$1.91M Buy
18,006
+14,711
+446% +$1.56M 1.75% 7
2021
Q3
$316K Buy
+3,295
New +$316K 0.33% 84