Boston Standard Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Boston Standard Wealth Management’s Portfolio SUSA Stock Details SUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell
2016 Q3	$240K	Hold
2016 Q2	$228K	Sell
2016 Q1	$233K	Buy
2015 Q3	–	Sell
2015 Q2	$201K	Sell
2015 Q1	$210K	Buy
2014 Q4	$203K	Buy