Genesis Wealth Advisors’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
2015 Q2	$36.2K	Hold	850	–	–	0.03%	216
2015 Q1	$36.3K	Hold	850	–	–	0.03%	231
2014 Q4	$37.3K	Buy	+850	New	+$37.3K	0.03%	244