Wealth Preservation 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	$14.4K	Sell	114 -94	-45%	-$11.9K	0.01%	276
2025 Q1	$23.9K	Buy	+208	New	+$23.9K	0.02%	245