Realta Investment 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	-665	Closed	-$62.3K	–	763
2023 Q3	$62.3K	Hold	665	–	–	0.01%	514
2023 Q2	$62.3K	Buy	+665	New	+$62.3K	0.01%	539
2023 Q1	–	Sell	-449	Closed	-$37K	–	782
2022 Q4	$37K	Buy	+449	New	+$37K	0.01%	574