Legacy Trust’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	–	Sell	-6,792	Closed	-$780K	–	159
2025 Q1	$780K	Hold	6,792	–	–	0.19%	85
2024 Q4	$826K	Hold	6,792	–	–	0.19%	79
2024 Q3	$818K	Buy	+6,792	New	+$818K	0.19%	84