Walled Lake Planning & 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
2021 Q4	–	Sell	-776	Closed	-$74K	–	285
2021 Q3	$74K	Buy	+776	New	+$74K	0.05%	138