Mallini Complete Financial Planning’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Hold	–	-$392K	–	24
2025 Q1	–	Hold	–	-$415K	–	25
2024 Q4	–	Hold	–	–	–	22