Wetzel Investment 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
2024 Q3	–	Sell	-18	Closed	-$1.97K	–	791
2024 Q2	$1.97K	Hold	18	–	–	﹤0.01%	742
2024 Q1	$1.86K	Hold	18	–	–	﹤0.01%	862
2023 Q4	$2K	Buy	+18	New	+$2K	﹤0.01%	876