Long Wharf Investors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Long Wharf Investors’s Portfolio SUSA Stock Details SUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	$394K	Hold
2014 Q1	$374K	Sell
2013 Q4	$377K	Buy
2013 Q3	$329K	Sell
2013 Q2	$320K	Buy