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

Concert Wealth Management’s Portfolio SUSA Stock Details SUSA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell
2017 Q1	$327K	Hold
2016 Q4	$327K	Buy
2016 Q3	$77K	Buy