Richmond Investment Services’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
2025 Q2	$591K	Buy	4,662 +2,333	+100%	+$296K	0.12%	110
2025 Q1	$268K	Buy	2,329 +2	+0.1%	+$230	0.15%	89
2024 Q4	$283K	Buy	+2,327	New	+$283K	0.16%	83