Silverlake 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	$620K	Sell	4,894 -160	-3%	-$20.3K	0.18%	141
2025 Q1	$581K	Sell	5,054 -642	-11%	-$73.8K	0.22%	118
2024 Q4	$693K	Sell	5,696 -71	-1%	-$8.63K	0.27%	96
2024 Q3	$694K	Buy	5,767 +611	+12%	+$73.6K	0.26%	97
2024 Q2	$579K	Buy	+5,156	New	+$579K	0.24%	104