GeoWealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.34M	Buy	100,640 +29,884	+42%	+$694K	0.09%	136
2025 Q1	$1.63M	Buy	70,756 +32,932	+87%	+$759K	0.07%	179
2024 Q4	$859K	Buy	37,824 +36,429	+2,611%	+$828K	0.03%	329
2024 Q3	$33.2K	Buy	+1,395	New	+$33.2K	﹤0.01%	1186