Mayflower Financial Advisors’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
2022
Q2
Sell
-2,366
Closed -$229K 363
2022
Q1
$229K Buy
2,366
+269
+13% +$26K 0.03% 306
2021
Q4
$223K Buy
+2,097
New +$223K 0.03% 303