Stratos Wealth Advisors’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 Q4	–	Sell	-5,251	Closed	-$632K	–	768
2024 Q3	$632K	Buy	5,251 +53	+1%	+$6.38K	0.03%	441
2024 Q2	$584K	Hold	5,198	–	–	0.03%	431
2024 Q1	$567K	Buy	+5,198	New	+$567K	0.03%	431