Concert Wealth Management’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
2017 Q2	–	Sell	-7,104	Closed	-$327K	–	404
2017 Q1	$327K	Hold	7,104	–	–	0.07%	337
2016 Q4	$327K	Buy	7,104 +5,392	+315%	+$248K	0.07%	339
2016 Q3	$77K	Buy	+1,712	New	+$77K	0.01%	769