Silver Oak Securities’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 Q1	–	Sell	-7,475	Closed	-$912K	–	708
2024 Q4	$912K	Buy	+7,475	New	+$912K	0.08%	249
2024 Q3	–	Sell	-6,916	Closed	-$777K	–	581
2024 Q2	$777K	Buy	+6,916	New	+$777K	0.12%	166