World Investment Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.38M	Buy	59,785 +2,741	+5%	+$64.1K	0.02%	609
2025 Q4	$1.33M	Buy	57,044 +7,768	+16%	+$183K	0.02%	586
2025 Q3	$1.16M	Buy	49,276 +6,461	+15%	+$150K	0.02%	528
2025 Q2	$995K	Buy	42,815 +3,759	+10%	+$85.7K	0.02%	522
2025 Q1	$901K	Buy	39,056 +2,698	+7%	+$61.7K	0.02%	537
2024 Q4	$826K	Sell	36,358 -1,032	-3%	-$23.9K	0.02%	525
2024 Q3	$890K	Sell	37,390 -6	-0%	-$140	0.03%	456
2024 Q2	$850K	Buy	37,396 +1,851	+5%	+$41.9K	0.05%	299
2024 Q1	$817K	Buy	35,545 +5,474	+18%	+$126K	0.12%	158
2023 Q4	$700K	Buy	30,071 +5,108	+20%	+$113K	0.09%	184
2023 Q3	$543K	Sell	24,963 -835	-3%	-$18.6K	0.11%	135
2023 Q2	$587K	Sell	25,798 -912	-3%	-$20.8K	0.11%	122
2023 Q1	$615K	Buy	26,710 +17,221	+181%	+$393K	0.13%	118
2022 Q4	$212K	Buy	+9,489	New	+$210K	0.05%	218