Patron 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
2022
Q1
Sell
-1,972
Closed -$210K 198
2021
Q4
$210K Buy
+1,972
New +$210K 0.14% 162