Rockbridge Investment 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
2024 Q1	–	Sell	-71	Closed	-$7.14K	–	558
2023 Q4	$7.14K	Buy	+71	New	+$7.14K	﹤0.01%	435
2020 Q3	–	Sell	-172	Closed	-$12K	–	678
2020 Q2	$12K	Buy	+172	New	+$12K	﹤0.01%	411