Hoxton Planning & 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 Q2	$204K	Buy	+1,612	New	+$204K	0.07%	198
2024 Q3	–	Sell	-1,941	Closed	-$218K	–	207
2024 Q2	$218K	Hold	1,941	–	–	0.1%	145
2024 Q1	$212K	Buy	+1,941	New	+$212K	0.1%	152