My Legacy 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
2023 Q4	–	Sell	-2,372	Closed	-$211K	–	214
2023 Q3	$211K	Sell	2,372 -54	-2%	-$4.8K	0.09%	194
2023 Q2	$232K	Sell	2,426 -27	-1%	-$2.58K	0.09%	197
2023 Q1	$213K	Buy	+2,453	New	+$213K	0.09%	199