SK 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	$896K	Buy	7,018 +421	+6%	+$53.7K	0.39%	39
2025 Q1	$699K	Buy	6,597 +17	+0.3%	+$1.8K	0.38%	39
2024 Q4	$800K	Buy	6,580 +1,229	+23%	+$149K	0.41%	35
2024 Q3	$660K	Buy	+5,351	New	+$660K	0.34%	39