Institute for 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
2014 Q3	–	Sell	-162	Closed	-$7K	–	66
2014 Q2	$7K	Buy	+162	New	+$7K	0.01%	52