Waverly Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Waverly Advisors’s Portfolio SUSA Stock Details SUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$786K	Sell
2025 Q1	$770K	Buy
2024 Q4	$633K	Buy
2024 Q3	$539K	Sell
2024 Q2	$532K	Buy