Asset Planning Services (Pennsylvania)’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
2019
Q4
Sell
-272
Closed -$17K 228
2019
Q3
$17K Buy
+272
New +$17K 0.01% 175