Avalon Capital Management’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
2018
Q1
Sell
2017
Q4
$2.83M Sell
2017
Q3
$3.63M Sell
2017
Q2
$3.56M Sell
2017
Q1
$3.46M Buy
2016
Q4
$3.2M Sell
2016
Q3
$3.31M Buy
2016
Q2
$2.98M Buy