Wealthquest’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
2022 Q2	–	Sell	-1,935	Closed	-$208K	–	142
2022 Q1	$208K	Hold	1,935	–	–	0.03%	138
2021 Q4	$208K	Sell	1,935 -216	-10%	-$23.2K	0.03%	138
2021 Q3	$211K	Buy	+2,151	New	+$211K	0.04%	127