Waverly 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
2025 Q2	$786K	Sell	6,204 -500	-7%	-$63.4K	0.01%	675
2025 Q1	$770K	Buy	6,704 +1,500	+29%	+$172K	0.01%	665
2024 Q4	$633K	Buy	5,204 +724	+16%	+$88K	0.01%	621
2024 Q3	$539K	Sell	4,480 -250	-5%	-$30.1K	0.01%	568
2024 Q2	$532K	Buy	+4,730	New	+$532K	0.01%	569