Regatta Capital Group’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,564	Closed	-$303K	–	181
2023 Q1	$303K	Hold	4,564	–	–	0.11%	143
2022 Q4	$303K	Buy	+4,564	New	+$303K	0.11%	143