Laurel Wealth Advisors (California)’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
2020 Q1	–	Sell	-4,074	Closed	-$273K	–	419
2019 Q4	$273K	Buy	+4,074	New	+$273K	0.05%	361