Moment Partners’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	$1.01M	Sell	7,953 -94	-1%	-$11.9K	0.19%	38
2025 Q1	$924K	Sell	8,047 -322	-4%	-$37K	0.18%	38
2024 Q4	$1.02M	Buy	+8,369	New	+$1.02M	0.19%	37