McClarren Financial Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$915K	Buy	6,927 +4,021	+138%	+$558K	0.54%	35
2025 Q4	$964K	Sell	2,906 -1,604	-36%	-$221K	0.58%	33
2025 Q3	$969K	Sell	4,510 -2,620	-37%	-$342K	0.59%	33
2025 Q2	$904K	Buy	7,130 +2,662	+60%	+$314K	0.59%	35
2025 Q1	$817K	Buy	4,468 +125	+3%	+$15.2K	0.54%	33
2024 Q4	$528K	Sell	4,343 -107	-2%	-$13.1K	1.48%	12
2024 Q3	$12.3K	Buy	4,450 +4,226	+1,887%	+$488K	1.55%	16
2024 Q2	$795K	Sell	224 -6,866	-97%	-$744K	0.56%	32
2024 Q1	$775K	Buy	7,090 +21	+0.3%	+$2.19K	0.56%	33
2023 Q4	$710K	Buy	7,069 +58	+0.8%	+$5.41K	0.54%	31
2023 Q3	$630K	Sell	7,011 -1	-0%	-$94	0.55%	29
2023 Q2	$656K	Buy	7,012 +19	+0.3%	+$1.69K	0.54%	30
2023 Q1	$613K	Buy	6,993 +26	+0.4%	+$2.23K	0.56%	31
2022 Q4	$573K	Buy	6,967 +31	+0.4%	+$2.55K	0.54%	32
2022 Q3	$526K	Buy	6,936 +34	+0.5%	+$2.89K	0.52%	29
2022 Q2	$556K	Buy	6,902 +18	+0.3%	+$1.58K	1.78%	17
2022 Q1	$665K	Buy	6,884 +20	+0.3%	+$1.94K	0.48%	30
2021 Q4	$730K	Buy	6,864 +20	+0.3%	+$2.06K	0.5%	31
2021 Q3	$656K	Buy	6,844 +22	+0.3%	+$2.17K	0.51%	26
2021 Q2	$651K	Buy	6,822 +13	+0.2%	+$1.2K	0.53%	27
2021 Q1	$598K	Buy	6,809 +21	+0.3%	+$1.79K	0.53%	27
2020 Q4	$558K	Buy	+6,788	New	+$531K	0.54%	27