Zimmermann Investment Management & Planning’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 Q3	–	Sell	-36,048	Closed	-$2.91M	–	105
2022 Q2	$2.91M	Sell	36,048 -18,194	-34%	-$1.47M	1.99%	17
2022 Q1	$5.25M	Buy	54,242 +4,033	+8%	+$391K	3.12%	10
2021 Q4	$5.34M	Buy	+50,209	New	+$5.34M	2.99%	10