GeoWealth Management’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	-12	Closed	-$1.46K	–	1727
2024 Q4	$1.46K	Sell	12 -72,908	-100%	-$8.86M	﹤0.01%	1673
2024 Q3	$8.78M	Buy	+72,920	New	+$8.78M	0.31%	58