Northwest 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
2024 Q4	–	Sell	-461	Closed	-$55.5K	–	487
2024 Q3	$55.5K	Buy	+461	New	+$55.5K	0.04%	214
2024 Q1	–	Sell	-457	Closed	-$45.9K	–	470
2023 Q4	$45.9K	Buy	+457	New	+$45.9K	0.04%	216