Wolff Wiese Magana’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-330	Closed	-$41.8K	–	1036
2025 Q2	$41.8K	Hold	330	–	–	0.03%	219
2025 Q1	$37.9K	Hold	330	–	–	0.03%	217
2024 Q4	$40.1K	Hold	330	–	–	0.03%	215
2024 Q3	$39.7K	Hold	330	–	–	0.03%	210
2024 Q2	$37.1K	Hold	330	–	–	0.03%	190
2024 Q1	$36K	Hold	330	–	–	0.03%	173
2023 Q4	$33.2K	Hold	330	–	–	0.03%	177
2023 Q3	$29.7K	Hold	330	–	–	0.02%	234
2023 Q2	$30.9K	Hold	330	–	–	0.02%	241
2023 Q1	$29K	Hold	330	–	–	0.02%	237
2022 Q4	$27.2K	Hold	330	–	–	0.02%	236
2022 Q3	$25K	Hold	330	–	–	0.02%	343
2022 Q2	$27K	Hold	330	–	–	0.02%	351
2022 Q1	$32K	Hold	330	–	–	0.02%	338
2021 Q4	$35K	Hold	330	–	–	0.02%	330
2021 Q3	$32K	Hold	330	–	–	0.02%	342
2021 Q2	$32K	Hold	330	–	–	0.02%	339
2021 Q1	$29K	Hold	330	–	–	0.02%	347
2020 Q4	$27K	Buy	+330	New	+$25.8K	0.02%	339