Transform Wealth’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	$331K	Sell	2,883 -172	-6%	-$19.8K	0.02%	203
2024 Q4	$371K	Hold	3,055	–	–	0.02%	200
2024 Q3	$368K	Hold	3,055	–	–	0.02%	170
2024 Q2	$343K	Sell	3,055 -203	-6%	-$22.8K	0.03%	171
2024 Q1	$356K	Buy	+3,258	New	+$356K	0.03%	173