Kennebec Savings Bank’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	$215K	Sell	1,696 -452	-21%	-$57.3K	0.21%	90
2025 Q1	$247K	Sell	2,148 -50	-2%	-$5.74K	0.26%	87
2024 Q4	$266K	Hold	2,198	–	–	0.27%	90
2024 Q3	$265K	Buy	+2,198	New	+$265K	0.26%	89