Riverbend Wealth Management’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	$634K	Hold	5,000	–	–	0.48%	56
2025 Q1	$574K	Hold	5,000	–	–	0.51%	58
2024 Q4	$608K	Buy	+5,000	New	+$608K	0.54%	49