WealthGarden F.S.’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	$282K	Buy	2,196 +11	+0.5%	+$1.42K	0.23%	109
2025 Q1	$251K	Buy	2,185 +349	+19%	+$40.1K	0.24%	108
2024 Q4	$223K	Buy	1,836 +21	+1%	+$2.55K	0.21%	113
2024 Q3	$218K	Hold	1,815	–	–	0.21%	113
2024 Q2	$204K	Buy	+1,815	New	+$204K	0.21%	112